Bill Miller
Bill Miller

Bill Miller Senior Portfolio Advisor

Joined Northern Trust

2019

Education

  • Bachelor of Arts in Business Administration from California State University, Fullerton

Credentials

  • Chartered Financial Analyst (CFA)

Expertise

Bill is a Senior Portfolio Advisor responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Bill has expertise in asset allocation and tax efficient investment management. He has over 20 years of experience in portfolio management.

Experience

Prior to joining Northern Trust in 2019, Bill worked at City National for 16 years, most recently as a Managing Director at City National Rochdale. Prior to that, he worked at Fiduciary Trust as a Portfolio Manager and at Pacific Investment Management Company as an Investment Associate.

Community Involvement

Bill serves on the Investment Committee of Five Acres. He is also on the board of the Hermosa Beach Education Foundation.