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    William Pusey

    Co-founder and Member of CrossGrain Family Investments, a concierge family investment firm

    William A. Pusey, Jr., also known as Biff Pusey, is the Co-Founder and Member of CrossGrain Family Investments, LLC, a boutique multifamily co-investment firm based in Richmond, Virginia.13 He has extensive experience in the financial services industry, specializing in investment management and family office services.

    Pusey co-founded CrossGrain Family Investments in December 2021.3 The firm works with a select group of ultra-high-net-worth families, providing traditional and alternative investment management, as well as integrated financial planning and tax strategy.13 As of the first half of 2023, the firm managed approximately $140 million in assets.1

    Education and Career Background

    Pusey graduated from Duke University in 1988 with a degree in English and History.23 He also holds an MBA from NYU Stern School of Business and a JD from the University of Virginia School of Law.3

    His career spans over 20 years in the investment industry, including roles such as:

    • Partner at Kimble Advisory (2019-2021)
    • Senior Vice President at Keel Point (2013-2019)
    • VP Family Office & Non-Traditional Investments at JoycePayne Partners (2003-2013)
    • Various executive positions in financial services and legal affairs3

    Investment Philosophy

    Pusey's approach combines elements of a family office with an RIA business catering to ultra-high-net-worth clients.1 He emphasizes:

    1. Co-investing alongside clients in both public and private investments
    2. Focus on private markets for long-term, quality portfolios
    3. Alignment of interests between advisors and clients
    4. Holistic view of investment landscape, including alternative investments

    Pusey believes in the importance of private investments for creating all-weather portfolios with long time horizons.1

    Highlights

    Aug 1 · english.duke.edu
    Biff Pusey | English Department
    Biff Pusey | English Department
    William Pusey - Cetera Investment Advisers LLC - SmartAdvisor Match
    Oct 24 · advyzon.com
    Having the right tools enables advisors to co-invest with their clients

    Related Questions

    What inspired William Pusey to co-found CrossGrain Family Investments?
    How does CrossGrain Family Investments differentiate itself from other investment firms?
    What are some of the unique investment strategies used by CrossGrain Family Investments?
    How does William Pusey's background in family offices influence his investment approach?
    What are the key benefits of co-investing alongside clients, according to William Pusey?
    William Pusey
    William Pusey, photo 1
    William Pusey, photo 2
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    Location

    Richmond, Virginia, United States