Our people:
Bill Henderly, CFA :: Principal | Founder
Bill founded Nvest Wealth Strategies in May 2006 and is the Chief Investment Officer (CIO). Prior to establishing the firm, he was the President of Investments and CIO of Portfolio Consultants, Inc. Bill has over 30 years of investment management experience, including the management of the Ohio Bureau of Workers Compensations $13.0 billion endowment fund. He also managed personal client investments for bank trust departments and a small insurance company. Bill obtained his MBA from Xavier University, B.S. from Ohio Northern and holds the Chartered Financial Analyst designation (CFA). Bill currently serves as a member of the Investment Advisory Committee for the Wendys Dave Thomas Foundation for Adoption. He and his wife Terry have 3 adult sons and live in Powell where they are active members at Worthington Christian Church.
bill@nvestwealth.com
Steve Henderly, CFA :: Research Analyst | Client Service
Steve joined Nvest Wealth Strategies in November 2006 and is responsible for fund research, client service and back office operations. Before coming to Nvest, Steve worked as a Research Analyst covering the food, drug and retail industries for F&D Reports and Creditntell.com. Steve obtained his B.S. in finance from The Ohio State University Fisher College of Business in June 2004 and the Chartered Financial Analyst (CFA) designation. Steve and his wife Suzanne live in Powell and are members of Powell United Methodist Church.