William R. Anderson, CSRIC®

William R. Anderson, CSRIC®
SVP, Portfolio Manager
Cleveland, OH

CONTACT

William Anderson serves as a SVP, Portfolio Manager. Bill handles all aspects of investment portfolio management and client relationships.  He offers advice to a diverse group of clients including foundations, professionals in academia, the medical and cultural fields, divorcees, and large family groups. 
​
A wide breath of experience and spiritual grounding is what makes Bill good at what he does.  He has experience in just about all aspects of the wealth management industry, but also in the wider world including issues around elder care, employment transition and family dynamics. Bill has a long track record in the wealth management field in Cleveland, Ohio.  He also spent fifteen years with Progressive Insurance, specializing in financial institution crime and liability insurance.

He earned his Bachelor of Business Administration in Finance and Real Estate as well as Master of Business Administration in Finance from Kent State University.  He held the distinction of being the youngest graduate of both programs for several years.  Additionally, Bill held the Wall Street Journal Award for the highest GPA in finance.
​
Outside of work, Bill is an active volunteer at the Cleveland Museum of Art, University Circle activities and in the revitalization of the Shaker Square pocket gardens.  Bill also serves on the board of the Friends of the McGaffin Carillon in University Circle. He combines his passion for the arts with specialized planning and advice to collectors.

Blogs written by William R. Anderson

About the CSRIC® Designation

The Chartered SRI Counselor (CSRIC®) program is a designation program that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, for a variety of clients. This program provides experienced financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investing. The CSRIC® designation is issued by the College of Financial Planning, a Kaplan Company, and all professional designation holders are responsible for completing 16 hours of continuing education (CE) credits every two years.