Chief Operations Officer

Bill Phelps

About Bill Phelps

In his role at RedTree, Bill provides strategic oversight of the firm’s operations and service providers, spearheading innovative strategies to ensure exceptional client service delivery.

Experience & Education

Prior to joining RedTree, Bill’s experience included positions at Fund Evaluation Group, LLC and JPMorgan Chase & Co.

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

Career Advice

Be patient and let opportunities come to you; never stop learning.

Ideal 3-Day Weekend

Anywhere in nature with my family and two dogs.

Someone I Admire

My dad; first in his family to go to college and instilled in me a strong work ethic.


Spending time outdoors, doing Crossfit, and playing music with my son.

Favorite Restaurant

The hole in the wall spot close to our house – it’s nothing special but I’ve enjoyed many family meals there.