William Huston, AIF®, AIFA®

✞ Galatians 2:20

William Huston is Bay Street’s Founder and CIO. He oversees investment strategy, capital formation, and investor relations. He serves as a fiduciary for four custom long-only public equity portfolios totaling $18 million, as a 3(38) fiduciary for Low Income Investment Fund, and as a non-discretionary advisor for a $450 million family office. Additionally, William has supervised commercial real estate transactions representing more than $63 million in aggregate transaction value.

William was raised in Huntsville, Alabama by William Sr. (M. Ed) and Dorothy Huston (Ed. D). He is the fourth generation in his family to earn a degree from an accredited university and the second generation to successfully build and sustain a small business for over fifteen years. He trained as a classical piano player until college and at the time was the youngest student (nine years old) awarded a scholarship at Vanderbilt University’s Blair School of Music while training under Roland A. Schneller.

William completed his high school requirements a year early and completed a full year of college credits at Alabama A&M where his mother served as VP of R&D. Before enrolling for his official freshman year at Georgia Tech as a Rolls-Royce Engineering Scholarship Recipient, William was recognized by Cornell University as the youngest recipient of the Nanoscales Systems Fellowship. After his freshman year at Georgia Tech, William had already made enough money to buy his own vehicle and move off campus by selling software and “How-to” PDFs on eBay. Going into his sophomore year, his father became disabled after four complicated complete knee surgeries and subsequent blood clots. Unsure of his initial decision to pursue engineering, William decided to take a year off in order to qualify for in-state tuition by working for a year. During that year, he started his first business, a call center in Davao, Philippines. The call center differentiated from the competition by only supporting the U.S. Governments Thrift Savings Plan for major financial firms that provided counseling to employees preparing for retirement.

The first ten years of entrepreneurship for William were marked by periods of exuberant highs and depressing lows. Always obsessing over becoming successful, he graduated twelve years after starting his business and attending eight (Alabama A&M, Georgia Tech, Georgia Perimeter, Penn State, Oakwood University, BYU, University of Chicago, Wharton) universities. Comically, he didn’t realize he had satisfied the requirements for an undergraduate degree for over two years because, while growing Bay Street, he was always enrolling across multiple universities’ postgraduate level programs to learn from professors on topics that were relevant to his business interests.

William’s path to founding Bay Street started when he founded Huston’s Mergers in Acquisitions with the goal of consolidating small call centers across the Philippines and standardizing their contracts with US-based clients. Utilizing the call center’s infrastructure, he explored verticals across merchant services (founded InterchangeMinus.com), direct marketing (founded FamilyInsurance.net, EmployeeBenefitsGroup.org, TelemarketingPhilippines.com, and TopPromotionalProducts.net), and Intellectual Property (founded 真実 無限, ShinjitsuMugen.com (Infinite Truth) and MagnifiedAI.com. US Patents 62687248 & 15951172 are currently under USPTO examination and brokered to both practicing and non-practicing entities with back license agreements for his business partners to continue developing the technology.

William is recognized as a top subject-matter expert on investing, diversity, and entrepreneurship, and is regularly invited to speak on national television programs and press publications. He has severed on several public and private boards ranging from the Department of Energy’s JEDI board to the 100 Black Men of America’s fundraising committee.

Through his leadership, Bay Street has grown from a concept to a nationally recognized diverse investment manager. To date, Bay Street is the only black-owned investment firm to regularly collaborate with Cartier and currently contracts over twenty-nine diverse-owned vendors across its hospitality brand, Resthaven Properties.

William is husband to TuVy Nguyen and father to Josiah Thunder.

Awards & Recognitions

• Investopedia.com: Top 100 Financial Advisor 2022 & 2021
• WealthManagement.com: Ranked 2nd out of 900 firms for Asset Manager of the Year | Category: Corporate Social Responsibility
• Expertise.com: Best Financial Advisors in The Bay Area

Subject Matter Expertise:

• Diverse Manager Search & Selection
• Performance Attribution
• Asset Allocation
• Modern Portfolio Theory
• Behavioral Finance

FINRA Accredited Designations:

• Accredited Investment Fiduciary (AIF®)
• Accredited Investment Fiduciary Analyst (AIFA®)

Continuing Education:

• Wharton Executive Education: Certified Investment Management Analyst Program (CIMA®)

Community Service:

• Former Board Member: Department of Energy | National Renewable Energy Laboratory - American Made Challenges
• Former Bay Area President: National Association of Securities Professionals
• Fund Development: 100 Black Men of the Bay Area
• Former Treasurer: Palo Alto Foundation
• Former Treasurer: Palo Alto Chamber of Commerce
• Former Board Member: Santa Clara Bronco Ventures
• Former Board Member: Santa Clara Vanguard
• Former Board Member: Acterra

William, his wife, and their son are part of a church family seeking to be the exact reflection of Jesus, the Son of God (Romans 8:29). https://nccf.church/ He regularly shares what Christ is doing in his life at http://huiosforever.com/