Prior to founding Samoset, Bill was President and CEO of CSFB Data and Analytics Company.  Bill spent 28 years in various roles for Credit Suisse First Boston (CSFB) and its predecessor organizations.  Having served as a Managing Director doing business in over 40 countries around the world, he has worked in leadership roles in Investment Banking, Capital Markets and Research.  In Capital Markets, he ran all new issue debt and syndicate businesses for CSFB in the Pacific Region.  Bill also established and managed a number of new business initiatives in Capital Markets from New York.  In Research, he oversaw all Fixed Income Strategy, Credit, Emerging Markets and Structured Product Research globally.  During his leadership, the firm's Institutional Investor rankings improved from #14 in the United States (and not ranked internationally) to #3 Worldwide.  In Investment Banking, he was responsible for developing and servicing major client relationships in the Pacific Region.

Bill currently serves as Chairman of the Board of Directors of Laurel House and President of the Tokeneke Club in Connecticut.  He has served as a Trustee and Head of the Alumni Association at St. George's School and as President of the Delafield Island Tax District.

Bill graduated cum laude from Williams College with high honors in his major, and holds an MBA from Columbia Business School, where he was student president and received the Business School Award for outstanding service to the school.

Tom has over 20 years of experience in the financial services industry, and was most recently the Chief Investment Officer of Managers Investment Group, a major investment advisory firm, where he oversaw the management of over $8 billion in assets in 29 mutual funds and a broad range of separate accounts across a wide variety of traditional financial asset classes and various forms of derivative investments.  He created and chaired the firm’s Investment Committee, and as CIO oversaw a wide range of investment disciplines and solutions, including mutual funds, separate account strategies, multiple attribute portfolios, and sub-advisory services to financial institutions and intermediaries, and private investors.  70% of the funds he directed performed above their peer group median (Morningstar category) since inception and 60% performed in the top quartile.  Prior to becoming CIO, he was the Director of Research, where he built the internal investment research capability from its inception.  He also directed the development of new products and refined, redesigned and managed the firm’s asset allocation portfolios.  Prior to joining Managers Investment Group, Tom gained broad experience serving as an investment analyst and registered representative at various investment management, management consulting, and mutual fund sales organizations.

Tom has been quoted in The Wall Street Journal, Investors Business Daily and a number of other financial publications, and has presented at various industry conferences.  He currently serves on the Investment Committee for the Norfield Congregational Church, where he was previously the Chairman of Trustees.

Tom is a graduate of Lehigh University and the Leonard N. Stern School of Business at New York University, and has earned the Chartered Financial Analyst designation.  He is a member of CFAI and the New York Society of Security Analysts.

Peter has spent over 27 years working in the financial services industry, and since 1997 has been the Managing Member (general partner) of Diversified Capital Investment Fund, L.P., a fund of hedge funds designed to provide high net worth investors with non-correlated absolute returns in all market environments.  Most recently, Peter was also the Director of Business Development at Martello Investment Management L.P., a specialized investment advisory and fund of hedge funds firm, where he was responsible for all aspects of sales and marketing including strategy, implementation, budgeting, and metrics, to the firm’s endowment, insurance company, consulting, family office and bank clients.  From 1981 to 1995, Peter was a Director at Credit Suisse First Boston (CSFB) where he was responsible for, at various times, trading, structuring and marketing risk management products to institutional clients in the United States, Europe and Asia.  Peter’s product experience covered global fixed income, equity, currency and commodities markets.  Subsequent to his retirement from CSFB in 1995, Peter held senior marketing, sales and investor relations positions with John W. Henry & Co., Inc., a global investment management firm, where he was a member of the operating and investment policy committees and Archetype Risk Advisors, Inc., a multi-strategy, alternative investment management company.

Peter has served as a Chairman of the Futures Industry Association and a Public Director and Audit Committee Chair of the New York Board of Trade.  He has also served on the Financial Products Advisory Committee of the Commodity Futures Trading Commission and the Blue Ribbon Panel of the Board of Trade Clearing Corporation (Chicago Board of Trade) Strategic Technology Review.

Peter graduated from Boston University and has an MBA from Boston College.