Bill Phelps, CAIA®

Chief Operations Officer

Bill Phelps, CAIA®

RedTree Investment Group | Jennifer C. Trowbridge, CFA | Cincinnati, Ohio


RedTree Investment Group | Jennifer C. Trowbridge, CFA | Cincinnati, Ohio

513-834-6711

  Bill is responsible for overseeing the firm’s operations and has more than a decade of experience working with numerous investment vehicle types and fund structures. In previous roles, Bill provided operational and analytical support to complex institutional and high net-worth portfolios. He has been able to apply this experience at RedTree and ensures the firm operates efficiently and can continue to build on its client-centric approach.


Prior experience

• Fund Evaluation Group, LLC, Senior Analyst, Investment Strategies
• Fund Evaluation Group, LLC, Senior Operations Analyst
• JPMorgan Chase & Co., Account Manager - Hedge Fund Services
• JPMorgan Chase & Co., Shareholder Services/Operations Specialist

Education

• Master of Business Administration - Finance, Northern Kentucky University
• Bachelor of Science in Aviation, Eastern Kentucky University

Certifications and Licenses

• Chartered Alternative Investment Analyst (CAIA)®

Organizational and Community Involvement - Current

• Chartered Alternative Investment Analysts Association


Personal

A Louisville, KY native, Bill resides in Northern Kentucky with his wife Kristy, son Jack, daughter Adalyn, and their two dogs. When he is not hiking and spending time outdoors with this friends and family, Bill continues to stay busy playing soccer and doing Crossfit. Bill is also a licensed pilot.
 
 
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