BILL McMANUS, CIMA®
Vice President and Managing Director
Applied Insights/ Hartford Funds
Bill is part of the applied insights team for Hartford Funds. In his current position, Bill is responsible for engaging and educating both financial professionals and their clients about current and emerging opportunities in financial services. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes.
Bill joined the organization in 2003 as an advisor consultant responsible for marketing Hartford Funds in Virginia and West Virginia. Bill earned his Certified Investment Management Analyst(CIMA®) designation and is FINRA Series 7 and 63 registered.
Bill has been widely quoted in consumer and trade publications such as The Wall Street Journal and Barron’s. He has also appeared as a featured guest on Bloomberg Radio to discuss his views on retirement-related topics.
Originally from Smithville, New Jersey, Bill attended the University of Pennsylvania where he earned a bachelor’s degree in political science. He currently lives in Austin, Texas.
Bill McManus and Hartford Funds is not affiliated with or endorsed by LPL Financial and PWM. PWM and LPL Financial are separate entities. Content to be presented is for general information only and not intended to provide specific advice or recommendations for any individual. The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No products will be discussed.