Bill Lowery
Wealth Advisory Managing Director
Executive Summary
Bill Lowery is a Managing Director in BDO’s Wealth Advisory practice. Bill has an active role in manager research, tactical and strategic asset allocation decisions, and provides consulting services to institutional and family office clients.
He has more than 25 years of industry experience working with foundations, endowments, corporations and high net worth families. He is well known in the industry for his open-door policy for money managers, which has led to the early discovery of managers. Prior to joining BDO, Bill was the CEO of Lowery Asset Consulting, and previously worked with Spectrum Advisory Corporation, Lakeview Securities Corporation, and Performance Analytics. In his on-going quest for knowledge, Bill explored the fledgling alternative investment industry in the early 1990s.
Bill has been quoted in major publications such as Business Week, Chicago Tribune, Pensions and Investments, The Wall Street Journal, Fortune, and Investor’s Business Daily.