As head of the Client Portfolio Specialist Team and a member of the Consultant Relations Team, Billy works with Galliard's clients and their consultants to develop and implement investment strategies to ensure relationship expectations and objectives are met. In addition, he serves on the firm's various oversight committees to ensure client strategies and service deliverables are achieved. Billy also supports Galliard’s Fund Direct business, working with advisors and trading partners to serve investors in the Wells Fargo Stable Return Fund and the Galliard Managed Income Fund. Billy earned a B.S. in Business, Finance, and Accounting from the Carlson School of Management at the University of Minnesota.