William Grasty, MBA
Mr. Grasty serves as Managing Director and Partner at Lakeview Capital Partners leading the firm’s global business development efforts for Private Client and Institutional Investors and additionally working closely with individuals, foundations, and endowments to provide advisory services and manage portfolio structure, asset allocation and risk management.
Prior to Lakeview Capital Partners, Mr. Grasty was Director of Institutional Marketing for Kingfisher Capital overseeing business development and managing client relationships. Mr. Grasty’s successful marketing and sales efforts led to the firm’s significant expansion across the high net worth and institutional wealth management channels.
Mr. Grasty was instrumental in developing the firm’s institutional relationship with SunTrust Investment Services adding Kingfisher’s tactically managed global, multi-asset class portfolios to SunTrust’s SMA and UMA platforms. In addition, he established other corporate relationships with investment firms, such TD Ameritrade Institutional and Mercer Investment Consulting, a global provider of institutional investment research and consulting services operating in over 40 countries.
Mr. Grasty has held various management roles in marketing, strategy and business development roles at Hewlett Packard, and worked closely with HP’s equity and debt investment platform (E.Services.Solutions), focusing specifically on wireless solutions and emerging technologies. Additionally, Mr. Grasty worked for First Union’s Investment Banking Group in High Yield Debt Capital Markets (a predecessor to Wachovia Securities and Wells Fargo Securities). Prior to joining First Union Capital Markets, he served as a credit analyst and underwriting office identifying and structuring various financing solutions across a variety of industries for middle market, corporate, and institutional clients. He started his career in commercial banking, completing the Corporate Management Training Program at First Union National Bank.
Mr. Grasty has studied and worked abroad and traveled the world extensively, participating in international education programs and global corporate banking internships, in Spain and Argentina, respectively.