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William Purvis, Associate

William Purvis is an investment professional with expertise in managing multi-asset class portfolios across public and private markets, specializing in private equity, private credit, and real assets. He currently serves as an Associate at LGT Financial Advisors, where he partners with the Chief Investment Officer to oversee approximately $450 million in client assets and contribute to the firm’s investment strategy. In his role, William is actively involved in due diligence on fund managers, overseeing the deployment of alternative investments, and contributing to portfolio construction, including both strategic and tactical asset allocation decisions. He also contributes to investment operations and performance monitoring, including portfolio reconciliation, reporting, and performance attribution. Through this integrated approach, he helps ensure that multi-asset portfolios are positioned to achieve long term objectives while managing risk effectively. William holds the FINRA Series 65 license and is a CFA Level I candidate. He is committed to advancing his expertise in private markets and portfolio design. He is based in Dallas, Texas.

Blog Post by William Purvis, Associate

William Purvis, Associate5 min read

The Current Municipal Bond Advantage

In a landscape where every financial decision competes for both return and peace of mind, ...

William Purvis, Associate3 min read

Capital Market Assumptions: A Guardrail, Not the Only Source of Truth

Investment portfolio construction comes in many different forms depending on who the ...

William Purvis, Associate5 min read

The Economic and Market Impact of the Trump Administration's Agenda

William Purvis, Associate5 min read

The Evolution of Liquid Alternatives and How they are Used in Portfolio Management

A key area in financial planning is portfolio management, or the selection and monitoring ...

William Purvis, Associate4 min read

Private Credit – What It Is and Why We Allocate

Over the past few years, the private credit asset class has been a hot topic among ...