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William
E. Rankin, CFA
Principal & Chief Executive Officer
As Chief Executive Officer, Mr. Rankin oversees
Shelterwood’s client service, investment
and business development efforts. He has over 30 years of experience in the banking, investment
and wealth management industries, both
domestic and offshore.
Prior to Shelterwood, Mr. Rankin served as Chairman
of the Atlantic Trust Company following the firm’s 2004
acquisition of Stein Roe Investment Counsel, where Mr. Rankin
was President and CEO.
As combined entities under Mr. Rankin’s
leadership, Atlantic Trust
and Stein Roe managed $16 billion for
wealthy families and related institutions.
Mr. Rankin also served as Managing Director
at Rockefeller & Co., where he was responsible for the firm’s
third-party family, foundation and endowment clients. Prior to Rockefeller,
he was with Prudential Investment Management and Mellon Bank.
Additionally, he is a member of the Board
of Trustees at Bryn Mawr College, where he is Co-Chairman of
the Audit Committee and a member of the school’s Investment
Committee overseeing Bryn Mawr's $650 million endowment
fund.
Mr. Rankin earned his Master of Business Administration
degree from the Wharton School of the University of Pennsylvania
and a Bachelor of Engineering Science degree from Johns Hopkins
University. |
