Head of Institutional Sales,
Senior Managing Director
Bill Brennan leads the company’s institutional sales initiatives, which include strategic alliances and the development of our institutional business. Bill’s background includes extensive and deep relationships with product specialists, complex managers, and home- office executives at many of the largest financial institutions in the country.
Prior to joining Foundation Source, Bill built and led high-performing sales and relationship management teams, both as a player/coach and as a senior leader, for U.S. Trust Company, K2 Advisors, and most recently Windhaven Investment Management. He has had great success throughout his career at the point-of-sale in the corporate, endowment, and public fund institutional client segments.