William L. Achenbach

Principal, Client Strategist at Signature Family Wealth Advisors

William L. Achenbach

William L. Achenbach

Principal, Client Strategist at Signature Family Wealth Advisors

Overview
Career Highlights

Martha Jefferson Health Services Corp.

RelSci Relationships

705

Number of Boards

5

Contact Data
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Relationships
RelSci Relationships are individuals William L. Achenbach likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Sentara Healthcare

Relationship likelihood: Strong

Vice Chairman at Sentara Healthcare

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Senior Vice President Finance at Dollar Tree Distribution, Inc.

Relationship likelihood: Strong

Director at Virginia Museum of Fine Arts Foundation

Relationship likelihood: Strong

Principal & Portfolio Manager at Palladium Partners LLC

Relationship likelihood: Strong

Founder at Zel Technologies LLC

Relationship likelihood: Strong

Employee at Bridges To Prosperity Inc

Relationship likelihood: Strong

President & Chief Executive Officer at Hampton Roads Community Foundation

Relationship likelihood: Strong

Director & Trustee at Sentara Healthcare

Relationship likelihood: Strong

Director at Sentara Healthcare

Relationship likelihood: Strong

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William L. Achenbach
Principal, Client Strategist at Signature Family Wealth Advisors
Education
Class of 1967

The University of Chicago's Office of Investments (COI) is responsible for managing the University's investment assets, which includes overseeing the endowment to ensure that it benefits both current and future generations of the University of Chicago. COI oversees the broad investment strategy and provides input to the development of the strategic and tactical investment policies of the University & UCMC endowments, pension plans and self-insurance trust assets. Their strategy combines qualitative and quantitative analysis, seeking to achieve superior investment performance on a risk-adjusted basis.COI's approach seeks to evaluate the investment strategy as an integrated part of the operating plans of the University rather than in isolation and focuses the the University's overall success, not investment returns. The endowment is well-diversified across a variety of asset classes, including global stocks and bonds, real estate, natural resources, private equity, absolute return strategies and protection (tail-hedging strategies). Asset class exposure is achieved primarily by selecting and engaging external managers. COI manages the global macro and the overlay portfolio to ensure that the portfolio's overall positioning is compliance with the endowment's investment guidelines.COI's strategies for investing in the public markets include: Absolute Return, Private Debt, Fixed Income and Credit. and Global Equities.COI's real assets team invests globally in real estate and natural resources using outside managers. The real estate portfolio invests globally in value-added and opportunistic strategies using both private partnerships and public vehicles. The natural resources portfolio invests globally in strategies that include, but are not limited to: oil and gas exploration & production; power generation; infrastructure; timber; mining and minerals; and agriculture.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

Career History
Principal, Client Strategist
Current

Signature is an independent family office that addresses every facet of your financial life in an integrated, personalized way. When we started Signature in 1994, we knew there was something missing from the way that affluent individuals and families could manage their wealth. Investments, income taxes, philanthropy, and estate planning were all silos. It was up to clients to work with an army of brokers, attorneys, and accountants, and figure out how all the pieces should come together. Signature takes the complexity out of wealth management Today, with offices in Norfolk, Charlottesville, Richmond, and Chicago, Signature is a firm of investment, tax, and planning professionals focused on one goal: Reducing the complexity of managing wealth by offering integrated, comprehensive solutions that address every facet of our clients’ financial lives. The right size for you Signature has more than $2.5 billion in assets under management, and our average client’s investable assets are in excess of $20 million. We offer the intellectual and financial scale of a much larger firm, coupled with the luxury of having the time, energy, and mandate to think very deeply about our clients’ needs. Serving clients is our only agenda Since day one, Signature has been a transparent, fee-only firm; the only compensation we receive is from our clients. Because we are not paid commissions on any product or service we provide, our advice is free of bias and is focused solely on your best interests. The only item on Signature’s agenda is serving you. The right relationship lasts forever Signature’s expertise, creativity, and dedication to our clients have translated into long-standing relationships, many of which span generations. We have long-standing relationships with our employees, too; most of them make a career out of working at Signature.

Professional
Prior - 1990

Brownson, Rehmus & Foxworth''s (BHF) investment strategies emphasize long-terminvestment in a diversified portfolio of marketable and non-marketable investmentsintended to provide superior after-tax, inflation-adjusted, economic returns. The firm generally recommends broad diversification through a long-term asset allocation strategy, diversified both across asset classes and within asset classes. BHF may recommend multiple asset classes (both liquid and illiquid), market capitalizations, market styles, and geographic regions to provide diversification.Marketable asset classes recommended by BRF primarily include no-load mutual funds and ETFs. Investment recommendations may also include: equities, warrants, corporate debt securities, commercial paper, CDs, municipal securities, US government securities, options contracts, futures contracts, interests in limited partnerships, and investment company securities (variable life insurance, variable annuities, and mutual funds shares).FBR recommends third-party sponsored private investment vehicles that are notavailable to the broad public. These private investment vehicles include diversified hedge funds, private investment real estate funds, diversified leveraged buyout fund of funds, distressed opportunities fund of funds, venture capital fund of funds, and tax-sensitive inflation hedges.

Chief Executive Officer
Prior

Martha Jefferson Health Services Corp. provides healthcare services. Its services include diabetes, digestive health, emergency, imaging, joint replacement, laboratory and maternity. The company was founded in 1903 and is headquartered in Charlottesville, VA.

Boards & Committees
Trustee
Prior

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

Non-Profit Donations & Grants

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$1,000 +
2013

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

$1,000 +
2012

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

$1,000 +
2011

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

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