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Profile
Mr. William E.
Gross was previously employed as a Portfolio Manager by Biltmore Family Office LLC.
He worked directly with client families in customizing their investment portfolios and also oversees the firm's proprietary custom reporting solution, including performance analytics and investment attribution.
Prior to joining Biltmore Family Office, Mr. Gross was responsible for client reporting and relationship management support in the Institutional Client Service department of Victory Capital.
He has also worked for Gross Investments where he aided in the investment analysis process.
He graduated from Case Western Reserve University with a degree in Finance, and is a CFA charter holder.
Former positions of William Eugene Gross
Companies | Position | End |
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Biltmore Family Office LLC
![]() Biltmore Family Office LLC Investment ManagersFinance Biltmore Family Office LLC (BFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Chris Cecil in 2008. BFO provides asset management services to high-net worth clients, families and their related entities. | Analyst-Equity | 01/01/2017 |
Training of William Eugene Gross
Case Western Reserve University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 1 |
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Biltmore Family Office LLC
![]() Biltmore Family Office LLC Investment ManagersFinance Biltmore Family Office LLC (BFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Chris Cecil in 2008. BFO provides asset management services to high-net worth clients, families and their related entities. | Finance |
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