Former CEO, CAIA Association and FounderEducational Alpha LLC
William (Bill) J. Kelly, CAIA is the Founder and Managing Member of Educational Alpha, LLC where he writes, podcasts, and speaks on a variety of investment related topics, focused on investor education, transparency, and democratized access to differentiated risk premia. Previously he was CEO of CAIA Association since taking this leadership role in 2014 until his retirement in 2024. Prior to that, Bill was the CEO of Boston Partners, and CFO and COO of The Boston Company Asset Management, a predecessor institutional asset manager. In addition to his current role, Bill is also the Chairman and lead independent director for the Boston Partners Trust Company and serves as an independent director for the Artisan Partners Funds, where he is also Chair of Audit Committee and a designated Audit Committee Financial Expert, and holds similar roles for the Macquarie Energy Transition Infrastructure Fund, L.P. He is also currently on the Advisory Board of both the Certified Investment Fund Director Institute within the IOB (Dublin), and the Financial Date Professional (FDP) Institute. Bill began his career as an accountant with PwC where he earned his CPA (inactive).