Chief Operating Officer and Portfolio Manager

Shaped through over 30 years as a value investor in equities, fixed income, real estate and venture capital, Bill Henry applies a long-term perspective to his role as a portfolio manager. His approach to investing includes an intense focus on margins of safety, downside risk protection and competitive strategy. Passionately focused on client service, Bill takes great pride in the enduring relationships he has built throughout his career. 

As First Fiduciary’s Chief Operating Officer, Bill provides leadership for all corporate operations including client service, personnel, and marketing.

Prior to joining First Fiduciary in 2008, Bill was the president of a successful real estate investment firm.  In addition, he was a partner with a publicly-traded venture capital firm and was an analyst at one of the world’s largest investment banks.

Bill enjoys skiing, tennis, and hiking.  He is an award-winning photographer, whose work has appeared in numerous publications and exhibitions, including at the Cleveland Museum of Art.

• BS with Distinction from Cornell University

• MBA from Harvard University

• Treasurer of the Northeastern Ohio Tennis Association, and a member of the Executive Committee.

• Served on the boards of the Akron Art Museum, Children’s Services of Cleveland, Boys & Girls Clubs of the Western Reserve, Old Trail School, and the Old Trail School Foundation.