William D. Moyer, CFA®, Portfolio Manager, has been with Carnick & Kubik since 2002. He is responsible for research, analysis, and selection of stocks for client portfolios as well as monitoring current holdings. William also reviews economic data and reports to determine the appropriate blend of sector allocations for current and expected market conditions. Prior to this position, he was a portfolio manager and vice president at Springfield Trust Company in Missouri, and the Director of Research for First Affirmative Financial Network in Colorado Springs. Before moving to Colorado in 1993, William was employed as a Professional Engineer in Austin, Texas. He and his wife Carmen have two children, Garry and Stephanie.
William earned his Chartered Financial Analyst designation in 2000, and is a member of the CFA Institute and the CFA Society of Colorado. He received his MBA with Honors (Finance and Accounting) from Regis University and his Bachelor of Science degree in Civil Engineering from the University of Oklahoma.