We are pleased to announce that Bill Thompson has joined the firm as a director of the Endowments & Foundations Group and Senior Advisor. In this role, Bill will advise clients on strategic investment planning and portfolio construction, including asset allocation, manager selection, investment program evaluation, performance measurement, and governance.
Prior to Litman Gregory, Bill was a Managing Director at Cambridge Associates for over 10 years, where he served as an outsourced CIO for endowments, foundations, and family offices. Before joining Cambridge, Bill was an institutional credit salesman for Citigroup, focusing on investment and below-investment grade corporate bonds and derivates. He graduated from Denison University (BA) and the University of Chicago (MBA).
“We are thrilled to add Bill to the team,” said Steve Savage, CEO of Litman Gregory. “His deep investment experience and intense client focus make him a natural fit for our company and the clients we serve.”
Litman Gregory Asset Management has been leveraging its research and wealth planning strength to help families, individuals, and nonprofits reach their financial goals for more than three decades. The firm is guided by the belief that clients’ peace of mind comes from working with a team obsessed with their financial success.
A Giving Plan for Giving Tuesday
Giving Tuesday shines a light on philanthropic efforts and serves as a reminder to give to the causes and organizations that mean most to you. We help our clients define their charitable goals and build a plan that maximizes the impact of their giving, while optimizing their tax situation.
Bill Thompson Joins Our Wealth Management Team
We are pleased to announce that Bill Thompson has joined Litman Gregory as a Senior Advisor and director of the Endowments & Foundations Group. Bill is a longtime friend of the firm, and brings over 20 years of experience advising institutional and high-net-worth investors.