B I L L   H E A L Y

D I R E C T O R   -   G E N E R A L   D I R E C T O R ,  C H I E F   I N V E S T M E N T   O F F I C E R ,   P A T R I M O N I C A   I N C . 


Bill Healy has 25 years of experience in the various aspects of institutional and private portfolio management. He was Vice-President and a Portfolio Manager at MFS McLean Budden for nearly 10 years. He also initiated the creation of the McLean Budden Dividend Income Fund and was part of the team that managed this fund.

In 2009, through European business development initiatives, he became familiar with the operations of the Family Offices in Europe. This experience inspired him to establish Patrimonica Asset Management, Inc., a wholly owned subsidiary of Patrimonica, Inc.

He has a Bachelor of Commerce with specialization in Finance from Concordia University (Montreal) and an M.Sc. in Financial Economics from the University of London. He also holds the title of Chartered Financial Analyst (CFA), and is a member the Global Association of Risk Professionals (GARP). In 2011, he was invited as a guest to the Lindau Meeting of Nobel Laureates in Economics on Lake Constance.