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BH Equity Research Team
William T. Charlton, Jr. , Ph.D., CFA
Billy is a Managing Partner at BH. He received his
Chartered Financial Analyst designation in 1995 and a
Ph.D. in Finance from the University of Texas, Austin in
1994. Billy previously earned an MBA in Finance from St.
Mary's University (San Antonio, Texas) and a B.S. in
Electrical Engineering from Texas A&M University. He
worked for Hewlett-Packard for five years as a field
engineer, where he was the district systems and network
specialist. Billy was an associate professor of finance
in the E.C. Robins School of Business at the University
of Richmond in Richmond, Virginia. His academic work
focused on the investment constraints faced by financial
institutions. Billy's research has been published and
presented in journals and conferences around the world.
Billy developed the internationally recognized Student
Managed Investment Fund (known as the Spider Fund) and
CFA Track programs at the University of Richmond.
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