Wilshire Phoenix is a new kind of financial firm – leading through innovation – offering access to unique, differentiated investment strategies.
We develop innovative financial indexes, exchange-traded funds (ETFs) and other publicly traded products that seek to respond to the various challenges that investors face in today’s increasingly complex global markets. We monitor for, and adapt to, shifting financial landscapes, the growth of industries, and the emergence of alternative assets.
We place a strong emphasis on simplicity and elegance over complexity and structure products that not only seek to provide for strong risk-adjusted returns but also protect investors.
Wilshire Phoenix is a proud supporter of foundations and charitable organizations – where we work and live – and places more distant. We commit ourselves to take philanthropic action by using a strategic approach over the long term to support our not-for-profit partners around the globe.
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William Herrmann | Co-Founder and Managing Partner@Wilshire Phoenix
Prior to establishing Wilshire Phoenix, Bill was with BNY Mellon for 10+ years in numerous roles across several global teams, most recently as Vice President of Dealing and Trading. Throughout Bill’s tenure, he managed a credit risk portfolio of over $10Bn and led in the closing of 100+ corporate deals (structured credit, derivatives, restructurings). Bill also managed teams, oversaw projects, and led bank-wide initiatives.
Additionally, Bill proudly serves as a Member of the Board of Directors for the National Multiple Sclerosis Society (NMSS) and as a Director for the Hedge Fund Association (HFA).