BILL SAWYER, CFA®, CFP®
Bill is a Senior Vice President & Senior Investment Analyst, Senior Client Portfolio Manager in Destination Wealth Management’s Investment Department. He is responsible for quantitative and macro analysis of the equity markets, and also serves as a multi-sector research analyst. Bill has over ten years of equity research experience, primarily covering the financial sector. Bill worked as an equity research analyst at J.P. Morgan in New York. He also worked as an Investment Manager at the San Jose office of Fortune Venture Investment Group.
Bill earned his Bachelor of Science degree from Cornell University and completed an exchange study program at University of New South Wales in Sydney, Australia. Bill is a CFA® charter holder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.