REPORTS BY Bill Butterfield
September 28, 2017
June 14, 2017
March 30, 2017
February 16, 2017
Bill Butterfield is director of product strategy and development at Aite Group. He is responsible for product strategy and management for all research product offerings and related services, including new product development. He is also responsible for managing and sourcing external partnerships for content development and/or new distribution channels.
Prior to his focus on product strategy and development, Bill spent five years a senior analyst with Aite Group’s Wealth Management and Institutional Securities & Investments teams, focused on clearing (both self-clearing and correspondent clearing), operations, financial advisor technology, and other topics across the brokerage and asset management spectrums.
Before joining Aite Group, Bill spent eight years as senior research associate for CEB TowerGroup’s (now part of Gartner) wealth management, institutional asset management, and capital markets practices. His primary coverage areas included order management and execution management systems, brokerage back-office systems, CRM, and account aggregation. Prior to his experience with CEB TowerGroup, Bill was an associate trader with Investors Capital Corporation. He also worked in foreign exchange operations at FleetBoston Financial (now Bank of America). He has been widely quoted the mainstream business and trade press.
Bill holds a B.S. in Business Administration with a concentration in Finance and an M.B.A. from the University of Maine. He has held FINRA Series 7, 24, and 63 licenses.