
Bill Eberle, CAIA
Investment Consultant | New Jersey, Eastern Pennsylvania, New York and Connecticut Region
Bill Eberle is an investment consultant for Thornburg Investment Management, covering portions of the East Pennsylvania, New York, New Jersey, and Connecticut region. Prior to joining Thornburg, Bill spent 10 years at BlackRock, most recently as a market leader serving financial advisors in the Greater Philadelphia region. He began his career in 2007 as an advisor for Merrill Lynch and holds a Chartered Alternatives Investment Analyst designation (CAIA).
Bill is a Philadelphia native and earned a BS degree in education with an emphasis in history from West Chester University of Pennsylvania. He currently resides in Ardmore, PA, with his wife Carissa and three young children Lena, Charlie, and Francesca. In his spare time, he enjoys playing golf and spending time with his family.
Insights

Retiring Retirement – Longevity Planning Outcomes

Vision Mission and Values

Three Overlooked Rewards of Living Longer Lives

Actively Managed. Structured for Excellence

When It Comes to Investment Advice, Humans Beat Computers

Dividend-Paying Stocks: The Investor’s Swiss Army Knife

How to Overcome the “Money” Problem of Funding College

Bank Loan Funds: Benefits and Risks

Exchange Traded Funds (ETFs) Carry Overlooked Costs
