With over 38 years of experience in investments and portfolio management, William “Bill” Allen Henderson, Jr. is a source of expertise and leadership at our firm. As Chief Investment Officer, Bill brings a wealth of knowledge to help clients build and secure their wealth for generations to come. Since joining Team VNFA in 2020, Bill has assisted clients in navigating the complexities of investing. He believes everyone has the capacity to learn more about investing and that “simple makes money,” echoing his belief in clear, straightforward financial strategies.
Bill holds both a B.S. in Finance and an M.S. in Finance & Investments from Pennsylvania State University. Throughout his career, he has managed bond funds that consistently ranked in the top quartile of investment performance. Bill leads the firm’s Investment Department, chairs the internal Investment Committee, and directs all investment research efforts. In this role, he provides investment analysis and assists VNFA’s advisory teams with portfolio strategy and asset allocation direction.
He frequently meets representatives from global asset managers to discuss their views about the economy and financial markets. He also lends his own current market observations in VNFA’s The Weekly Commentary. “My passion in the investment world is superior portfolio management,” he says. “I strive to connect with clients without using complex theorems or jargon, while achieving performance results with given risk parameters.”
Outside of work, Bill is married with two adult children. He enjoys golfing, hiking, woodworking, and ornithology. He also has an eclectic taste in music and film, with favorites including Led Zeppelin, Frank Zappa, “The Godfather,” “As Good as It Gets,” and “Patton.” Bill’s leadership extends beyond the office as he actively contributes to his community. He is the President and Finance Chair of St. Paul’s Lutheran Church in Ardmore, PA, Treasurer and Finance Chair of St. David’s Golf Club in Wayne, PA, and Investment Committee Chair of the Washington Crossings Council of the Boy Scouts of America.
Professional Certifications*
- B.S. — Finance — Pennsylvania State University, University Park, PA
- M.S. — Finance & Investments — Pennsylvania State University, University Park, PA
Affiliations* / Awards
- CFA Institute of Philadelphia, Member
- St. Paul’s Lutheran Church, President & Finance Chair, Ardmore, PA.
- St. David’s Golf Club, Treasurer & Finance Chair, Wayne, PA.
- Washington Crossings Council of the Boy Scouts of America, Investment Committee Chair
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.