Bill Altman Takes Charge as Head of Technology Strategy
Bill Altman Appointed as Head of Technology Strategy
Bringing over 20 years of experience, Altman is set to lead innovation at World Investment Advisors.
World Investment Advisors, LLC, a leading financial advisory firm, is excited to announce the appointment of technology expert Bill Altman as its Head of Technology Strategy. Altman joins the firm with an impressive background in IT leadership spanning multiple industries, including wealth management and digital media.
In his new position, Altman will be pivotal in crafting and implementing the firm’s technology roadmap, which is aimed at providing inventive solutions to enhance efficiency and foster stronger client relationships. His key focus will include the integration of advanced tools into the advisor ecosystem and leveraging data-driven insights for growth.
Troy Hammond, CEO of World Investment Advisors, emphasized the importance of technology in the wealth management sector, highlighting how it fundamentally shapes client service delivery. He stated, "Bill’s proven expertise and visionary approach will help us remain at the forefront of innovation in our industry, ensuring that our advisors have the necessary tools to succeed and provide exceptional value to their clients."
Altman’s career includes significant leadership roles, the most recent being Executive Director at Hightower Advisors, where he oversaw technological advancements, including Salesforce development across a network of over 120 RIA offices nationwide. His career spans a variety of sectors, having previously held senior positions at GiveCentral.org and Graham Media Group, where he managed various digital transformation projects.
Expressing enthusiasm about joining World, Altman said, "I am thrilled to be part of World at such a transformative time. The firm’s growth trajectory reflects its commitment to providing advisors with the best possible solutions. I am eager to build on this success by delivering innovative technologies and insights that empower advisors to enhance their practices and better serve their clients."
About World Investment Advisors LLC
World Investment Advisors, previously known as Pensionmark Financial Group, consists of a vast network of over 630 advisors and staff spread across more than 100 locations in the U.S. This robust network serves thousands of clients seeking retirement and wealth management solutions. The firm’s offerings include specialties in wealth management, retirement planning, and executive compensation.
World Investment Advisors provides advisory services tailored to each client’s needs, with securities offered through affiliated entities ensuring holistic support for their clientele. The firm prides itself on being a reliable partner in navigating wealth management challenges.
For more information, please visit www.worldadvisors.com.
Media Contact
Donald Cutler
Haven Tower Group
424-317-4864
Frequently Asked Questions
Who is Bill Altman?
Bill Altman is a technology leader with over 20 years of experience, recently appointed as the Head of Technology Strategy at World Investment Advisors.
What will Bill Altman focus on at World Investment Advisors?
Altman will design and implement the firm's enterprise technology roadmap, prioritizing innovative tools and data-driven insights to benefit advisors.
What does World Investment Advisors do?
World Investment Advisors is a financial advisory firm providing services in wealth management, retirement planning, and investment strategies to clients across the U.S.
What industries has Bill Altman worked in?
Altman has experience in various sectors, including wealth management, digital media, and broadcasting, holding senior positions in many organizations.
What can clients expect from World Investment Advisors?
Clients can expect tailored advisory services and innovative solutions to navigate their financial futures effectively, supported by a large network of professionals.
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