William Wilby

Investment Advisory Committee

Mr. Wilby is a former Head of Equities for Oppenheimer Funds, Inc. At the time of his retirement, he was responsible for more than $120 billion in equity assets and 70 mutual fund managers, investment analysts and support staff.

Prior to his role as Head of Equities, Mr. Wilby was the Head of Oppenheimer’s Global/International Equity Team, which grew its assets from $1 billion to $60 billion under his leadership. He was also Portfolio Manager for the $14 billion Oppenheimer Global Fund, which was the number one Global Equity Fund in its competitive category for the 12-year period he managed the portfolio. He received numerous awards for his performance on this fund, and was the subject of a chapter of the 2004 book “The Winner’s Circle,” profiling Wall Street’s best mutual fund managers.

Prior to Oppenheimer Funds, Mr. Wilby held various international finance and investment positions at AIG, Northern Trust, Brown Brothers Harriman and the Federal Reserve Bank of Chicago. He also served in U.S. Army Intelligence in Vietnam and Europe.

Mr. Wilby has taught Corporate and International Finance at the Kellogg School of Management at Northwestern University, and International Finance and Economics at the Thunderbird School of International Business. He has been a regular guest on PBS, CNBC, CNN and other major networks, and has been the subject of several articles in the financial press.

Mr. Wilby is a graduate of the U.S. Military Academy at West Point and holds a Master of Arts and Ph.D. in international monetary economics (with distinction) from the University of Colorado. He is a Chartered Financial Analyst®.