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Bill Brewster, CFA, JD
Research Analyst at Sullimar Capital Group
Bill Brewster, CFA, JD, is a Research Analyst at Sullimar Capital Group, located in the Greater Chicago Area. He has been with Sullimar since March 2016, focusing on investment management and banking. His professional background includes significant experience at BMO Harris Bank, where he held various roles including Associate in the Commercial Middle Market and the Food & Consumer sectors. His responsibilities there included credit risk analysis, financial modeling, and managing a diverse portfolio of clients.1
Education
- Auburn University: Bachelor of Arts in Finance and Accounting (2000-2004)
- Loyola University Chicago School of Law: Juris Doctor in Business and Tax Law (2006-2008)
Professional Experience
- Sullimar Capital Group: Research Analyst (March 2016 - Present)
- BMO Harris Bank: Various roles from 2011 to 2016, including:
- Associate - Commercial Middle Market
- Associate - Food & Consumer
- Commercial Analyst Development Program Analyst
- William Yates Ventures, LLC: Owner (December 2008 - May 2010)
- Law Clerk Positions: State of Illinois and Devon Bank (2007)
Brewster is also known for his insights into investment strategies and market analysis. He co-hosts the "Value After Hours" podcast and actively engages with the investment community on platforms like Twitter.23 His approach to investing emphasizes long-term buy-and-hold strategies while navigating the complexities of market behavior.34