William Simpson, CIPM
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Marketing and Client Services

William Simpson, CIPM

Senior Performance Analyst

AT ATHENA

Will is a member of Athena’s performance and data team, focused on validating and tracking the performance of the firm’s approved managers and benchmarks, management and monitoring of the firm’s composites, and support for the validation of accounting data and production of client reporting.

CAREER HISTORY

Previously, Will was a Performance Analytics Officer at State Street Bank, evaluating and reporting on the performance of private equity for the Limited Partner Services group.  Prior to State Street, Will worked in the Trusts & Gifts Department of Harvard Management Company, supervising the Accounting group, and responsible for the performance analysis, asset allocation monitoring, and trade execution for trust portfolios and securities donated to the University for the Investment group.  He began his career as a Custody Fund Accountant at Investors Bank & Trust.

EDUCATION

Master of Business Administration in Finance from Bentley University

Bachelor of Science in Corporate Finance and Accounting from Bentley University

ACHIEVEMENTS AND POSTS

Certificate in Investment Performance Measurement (CIPM)

EPIC

  • EXCELLENCE
  • PASSION
  • INTEGRITY
  • CARING