William Banks

Bill, brings over five decades of expertise in wealth management and financial planning to Bull Run Investment Management, primarily acting in a referral capacity. Based in Weston, Connecticut, Bill excels at identifying high net worth clients interested in our innovative SMA offerings, facilitating introductions to our CEO. His remarkable ability to expand territories and maximize opportunities within existing client bases is underpinned by his outstanding relationship building, training, and presentation skills, alongside adeptness in sales and negotiations at various decision-making levels. Intelligent, articulate, and driven, Bill is an invaluable asset to our team.

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Bill's core competencies include customer relationship management, customer needs assessment, strategic planning, in-service training, forecasting, profit and loss management, market analysis, and negotiation. His specialties encompass customer relations, direct mail, executive financial management, marketing, Microsoft Money, real estate, risk management, sales management, technical analysis, and training.

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Throughout his extensive career, Bill has held several prominent positions. He is the Owner and Managing Partner of Banks Associates since March 1973, where he oversees operations and strategy, driving growth and innovation. As a Solicitor for Great Hill Capital, LLC since June 2021, Bill is responsible for client engagement and investment solicitation. He also served as a Solicitor at Alhambra Investment Partners LLC from December 2011 to June 2015, focusing on investment products and client relations in the Miami/Fort Lauderdale area.

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In his role as a Banking Advisor at EverBank from August 2009 to December 2009, Bill was a registered advisor for banking, loan, and mortgage products. He was the President of Money Concepts Capital Corp from May 2009 to December 2009, leading the company and ensuring compliance with FINRA/SIPC regulations. As Senior Vice President at Invest Financial Corporation from January 2005 to February 2008, he developed and maintained relationships with senior management to implement financial services platforms.

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Bill achieved top sales status in Variable Annuities with assets under management exceeding $87 million during his tenure as Senior Vice President at Royal Alliance Associates, Inc from November 1989 to May 2004. He co-founded Acorn Financial Group and served as CFO from July 1986 to November 1989, managing top sales, developing marketing programs, and delivering business reports on various radio stations. As a Registered Representative at David Learner Associates, Inc from February 1985 to July 1986, he specialized in Municipal Bonds, Mutual Funds, and Insurance.

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Bill is a Life Member of The Sons of The Revolution in The State of New York.

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Bill's educational background includes Tactical Technical Analysis from Trading School and a high school diploma from Staples High School in Westport, CT, where he graduated in 1970. He also completed the Dale Carnage Course with distinction and served as a Graduate Assistant Course Trainer.