William S. Patzer, CFA
Partner
Portfolio Manager
617.848.3537
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William S. Patzer is a Partner and Portfolio Manager at Daintree Advisors, joining the firm in September of 2013. Bill is a member of Daintree’s Investment Committee, which establishes and implements the investment strategy for client portfolios. In addition, he performs ongoing due diligence on Daintree’s third-party investment managers. Bill is a CFA Charterholder.

Prior to joining Daintree, Bill was a Portfolio Manager and Senior Analyst at The Boston Company Asset Management. He has worked also for Goldman Sachs Asset Management and Merrill Lynch Investment Managers. Bill began his investment management career as an Equity Analyst at Newbold’s Asset Management.

Bill received an M.B.A. from the Stanford University Graduate School of Business, and earned a B.A. in religion at Haverford College where he was Phi Beta Kappa.

Bill lives in Norwell with his wife Marguerite and their children, Annalise, Alaina, and Karsten. When he isn’t ferrying his children around to various activities, Bill enjoys an active lifestyle. He is an avid runner and mountain biker. Depending on the season, Bill can be found playing Ultimate Frisbee or skiing. He also enjoys keeping his yard well manicured and tending to an ever expanding array of plantings. When the weather keeps him inside, he enjoys reading history. Bill and his wife are active in their church, South Shore Baptist Church, where Bill serves as the Treasurer and Chief Financial Officer. He has also been involved in fundraising efforts for Haverford College.