Bill O'Grady

Mr. William D.
O'Grady is an Advisory Director at Confluence Investment Management LLC.
He performs market, economic and geopolitical research and is a member of the Asset Allocation Investment Committee.
He also co-manages Confluence’s Global Hard Assets portfolio, which focuses on tangible commodities investments.
These strategies all rely on his top-down evaluations of the geopolitical environment, fundamental macroeconomic trends and technical patterns in the target markets.
Additionally, he writes numerous reports for the firm, which can be found under Research & News, in which he provides insights on various economic and geopolitical topics and discusses market effects.
In all, he has more than 35 years of experience following the energy, foreign exchange and futures markets.
Prior to joining Confluence, Mr. O'Grady served as Vice President and Chief Investment Strategist for Wachovia Securities.
As Chief Investment Strategist, he provided short-term asset allocation advice for Wachovia’s Advisory Services Group.
Prior to this, he served in a variety of positions in his 19-year tenure at A.G.
Edwards & Sons, Inc., including Chief Global Investment Strategist, Assistant Director of Market Analysis and Manager of Futures Research, and was also a member of the A.G.
Edwards Investment Strategy Committee.
Mr. O'Grady earned a master’s degree in economics from St. Louis University and has undergraduate degrees in history and public administration from Avila College.