William Kennedy, CFA

Mr. Kennedy is the Chief Investment Officer for Fieldpoint Private and a member of the bank’s Board of Directors.  He is responsible for the firm’s investment philosophy, process and platform including capital market research, asset allocation, portfolio construction and risk management.  He chairs the firm’s Investment Committee.  Mr. Kennedy directly manages discretionary investment portfolios for families and institutions and manages the bank’s fixed income securities portfolio. He is the author of Fieldpoint Private’s market publications “The Point” and “Global Investment Strategy” and makes frequent media appearances including Fox Business and Bloomberg radio.

Mr. Kennedy has 28-years capital market experience.  Before joining Fieldpoint Private in 2012, he served 12 years with Citigroup and predecessor firm Salomon Brothers.  He was the Global Director of Research for Citigroup Global Markets, Inc. responsible for 300 analysts in 26 offices around the globe and was appointed to Citi’s Management Committee in 2003.  Prior to his New York assignment, Mr. Kennedy was Citi’s co-Director of Japanese Equity Research based in Tokyo, Japan.  Mr. Kennedy began his career as an equity analyst and portfolio manager of Japanese equities at the DuPont Pension Fund in Wilmington, DE.

Mr. Kennedy is a CFA^® charterholder.  He is a member of the CFA Institute and The Economic Club of New York.  Mr. Kennedy received a B.A. in economics and MBA from Texas Christian University.