Team

Wise

William Wise, AIF®, CRPC®

Vice President

William G. (“Billy”) Wise, Vice President, heads national accounts and distribution of the Tandem ETF Portfolios and Tandem Collective Funds. Billy focuses on bringing added value to advisors’ practices by distributing institutional-grade, low-cost portfolios paired with investment knowledge and market insights for optimal service differentiation. Leveraging digital assets, Wise brings advisors an enhanced view of investment trends and themes that translate into the improved “personal performance” that investors seek. By actively conveying a wide range of investment resources, Billy provides advisors with the edge needed to keep plan participants vested, even in volatile markets. His responsibilities include building and maintaining relationships with RIAs, broker-dealers, and TAMP business partners and understanding the goals of their investment programs. Billy joins Tandem from Beaumont Capital Management in Boston where he was the National Accounts Manager. Prior to that Billy spent nine years at John Hancock working with retirement plans and products. Wise holds a B.A. in Political Science from Trinity College as well as the Chartered Retirement Planning Counselor (CRPC) and Accredited Investment Fiduciary (AIF) designations.