BOSTON and LONDON – Datos Insights, the global leader in financial services research, data, advisory, and consulting services, is excited to announce the arrival of William Whitt as the newest Strategic Advisor on its Wealth Management team.
William brings deep expertise as a leading expert in wealth management, trading and investments, having served for nearly three decades in executive roles at Charles Schwab, Northern Trust, and CME Group, and as leader of the Wealth Management Practice at Corporate Executive Board. Most recently, William was a senior program director at Schwab, where he oversaw a large portfolio of technology initiatives supporting the company’s advisor-led wealth management business.
“I’m thrilled to join Datos Insights and to help leading wealth managers and vendors understand how they can best position their businesses to capitalize on the rapid change within the industry today,” William said. “To manage this challenging environment, industry participants need objective advice more than ever, and there is no better place to find that advice than Datos.”
Datos Insights offers coverage across the entire securities and investments landscape, providing ongoing insights on the global business, technology, and regulatory trends impacting everyone from asset managers to wealth management firms to institutional brokers to the technology and service providers who support them.
About Datos Insights
Datos Insights delivers the most comprehensive and industry-specific data and advice to the companies trusted to protect and grow the world’s assets, and to the technology and service providers who support them. Staffed by experienced industry executives, researchers, and consultants, we support the world’s most progressive banks, insurers, investment firms, and technology companies through a mix of insights and advisory subscriptions, data services, custom projects and consulting, conferences, and executive councils. Visit us on the web and connect with us on LinkedIn.