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Bill Thompson, CFA®
Managing Director, Chief Investment Strategist
(704)-442-5005
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Managing Director, Chief Investment Strategist
Bill Thompson joined Stephens in February 2026 as Chief Investment Strategist, where he provides insight on market trends and helps guide Private Wealth Management’s overall investment perspective, supporting advisors and clients as they navigate evolving market conditions. He is a seasoned investment professional with more than 30 years of experience in portfolio management, investment research, and alternative investments.
A Charlotte native, Bill attended Woodberry Forest School and the University of North Carolina at Chapel Hill. Over the course of his career, he has held senior roles at several hedge funds and investment firms, developing a broad understanding of global markets and investment strategies. He began his career at James M. Myers & Co., Cambium Capital, and Hunter Global Investors before returning to Charlotte in 2008 to join Round Table Investment Management Company, a global macro hedge fund backed by Bank of America and Harvard Investment Company. There, he served as President and Portfolio Manager until 2016.
From 2016 to 2026, Bill was a partner at Elevation Securities and Variant Perception Research, where he focused on investment research, corporate strategy, and product development. During that time, he also served as President of Prodeo (VP) Asset Management and Chief Investment Officer of Sallux Investments, both registered investment advisors managing equity strategies.
Bill is a Chartered Financial Analyst® (CFA®) charterholder.
Bill lives in Charlotte with his wife, Kristy. They have two adult children, Wills and Julia. Outside of work, he enjoys spending time outdoors with his family, particularly with their two golden retrievers.