“William Rath is a Senior Private Banker and Regional Market Executive, Metro-NY based in Stamford, CT. He is responsible for managing client relationships, and leading growth initiatives in the region. Bill has over 25 years of capital markets experience, providing tailored investment and credit solutions to high net worth individuals, family offices, and institutional clients. Bill joined Webster Private Bank in 2018 from HSBC, where he worked in several roles for over 22 years. Most recently, Bill was Head of Investment Counselling at HSBC Private Banking USA in New York. In this position, Bill led a team of investment advisors responsible for delivering customized portfolio solutions to domestic and international clients from offices located in New York, Miami, Beverly Hills and San Francisco. Bill led advisory efforts to create bespoke solutions for individual and corporate clients, including ultra-short taxable and tax-efficient fixed income strategies, and globally diversified income strategies.
Prior to this role, Bill was Head of Client Directed Trading in Miami, FL responsible for establishing and leading a cross-asset sales and execution team covering international equities, developed and emerging markets fixed income, structured notes, foreign exchange and precious metals. In this role, Bill worked closely with advisors and clients in portfolio construction, positioning tactical investments and expanding capital markets capabilities throughout the Americas. Prior to joining HSBC Private Banking, Bill was Head of Direct Market Access & Execution Trading, Equities for HSBC Global Markets, and had several other roles in Retail Banking & Wealth Management. Before joining HSBC, Bill worked as an Associate Broker for Prudential Securities, and Lehman Brothers in New York. Bill graduated from Wittenberg University with a BA in Economics and East Asian studies, and completed an international studies program at Tokyo International University. Bill, his wife Nicole, and their four sons, Will, Charlie, Caleb and Nate live in Wilton, CT.