William Lawrence, CFA

Experience

• 

  First Boston Corporation

  Jun 1985 - Jul 1991

  Vice President - Institutional Fixed Income Sales

  Sold government, mortgage and corporate fixed income securities to institutional client base. Clients included commercial banks, insurance companies, mutual funds and money managers.

• 

  CoreStates Investment Advisers

  Jun 1991 - Jul 1998

  Director - Fixed Income

  As Head of Fixed Income, managed a ten person team that oversaw roughly $10 billion in taxable and tax-exempt fixed income portfolios.

• 

  Morgan Stanley

  Aug 1998 - Apr 2008

  Executive Director

  Served as Fixed Income Portfolio Manager and Securities Analyst supporting the broader Morgan Stanley Fixed Income platform. Co-Head of the Short Duration team, which managed a wide range of short duration and intermediate fixed income portfolios for a global client base.

• 

  SEI

  May 2008 - Jun 2014

  Managing Director - Global Fixed Income

  Led 14 person team that managed $50 billion in fixed income assets. Oversaw offices in London, Toronto and Oaks, Pa. Strategies included US investment grade, high yield, tax-exempt, emerging market debt, and global bond portfolios.

• 

  SEI Investments

  Jun 2014 - Jun 2021

  Chief Investment Officer - Traditional Assets

  Managed a thirty person team that managed roughly $140 billion in equity and fixed income portfolios in a multi-manager framework. The team managed a comprehensive roster of mandates covering domestic and global strategies with staff located in London, Hong Kong, Toronto and SEI’s suburban Philadelphia headquarters. Participate in all of SEI's Investment Oversight Committees.

• 

  Villanova University

  Jan 2017 - now

  Adjunct Professor

  Teach Undergraduate Fixed Income classes and guest lecture at Villanova School of Business.

• 

  Income Research + Management

  Apr 2022 - now

  Advisory Board Member

  Income Research + Management is a primarily investment grade fixed income asset management firm. As an Advisory Board member, I offer oversight and feedback to the senior management staff of the firm.