Dakota Live! Podcast

Insights Into OCIOs with William Kennedy of RiskBridge Advisors

Special Edition - Dakota Live! Call Episode 1: Bill Kennedy, CEO and CIO at RiskBridge Advisors

William “Bill” Kennedy is the CEO and Chief Investment Officer of RiskBridge Advisors. RiskBridge serves as an Outsourced Chief Investment Officer (OCIO) firm providing discretionary investment management, custom research solutions, and investment guidance and implementation. RiskBridge primarily serves non-profit endowments and foundations, pensions, financial institutions, family offices, and ultrahigh-net-worth individuals.

Bill takes the Dakota Live! team in this special edition episode through RiskBridge’s approach to risk management, the firm’s manager research and underwriting process, and what a potential client partnership looks like with their firm. Join us as we come to better understand RiskBridge and their allocation to various asset classes and investment strategies.

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William Kennedy

RiskBridge Advisors

As CEO and CIO, Mr. Kennedy is responsible for the firm's strategic course and delivering extraordinary service to the firm's OCIO clients. Mr. Kennedy is a senior investment executive with 31 years of industry experience. He was CIO at Fieldpoint Private from 2012-2019. Mr. Kennedy chaired the bank's Investment Committee with responsibility for $4.2 billion in client assets, investment policy, asset allocation, investment manager selection, and performance reporting.

He previously spent 12 years with Citigroup Global Markets, Inc. and predecessor firm Salomon Brothers and was the Global Director of Research and served on Citigroup's Management Committee. Mr. Kennedy began his investment career at the Dupont Pension Fund and held senior positions at Century Atlantic Capital, Gui Carpenter & Co., and Conoco, Inc. Mr. Kennedy holds a B.S. in economics and an MBA from Texas Christian University. He is a member of the Economic Club of New York, the CFA Society of New York, The University Club, and serves as the Vice-Chair of Programs for the Global Interdependence Center. He is a CFA charterholder. 

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