Dr. William G. Droms, CFA®
Chief Investment Officer
Bill is a thought leader and widely recognized for the development of the Portfolio Allocation Scoring System, a risk tolerance questionnaire and asset allocation system first published in The 1984 Dow Jones-Irwin Mutual Fund Yearbook. Bill brings a unique set of skills, experience, and academic foundation to his work at Droms Strauss Wealth Management. He holds a Masters (MBA) and a Doctorate in Business Administration (DBA) and is a Chartered Financial Analyst (CFA®) charter holder
Concurrent with his responsibilities at Droms Strauss Wealth Management, Bill served as the Powers Professor of Finance in the McDonough School of Business at Georgetown University, where he taught finance and investments to undergraduate and MBA students. The Georgetown environment ensured Bill's own continuing education and fluency with the latest academic investment research. Examining material for consideration in his course curriculum inspired him to regularly identify and explore new investment theories and strategies.
As a highly regarded expert, Bill has been widely quoted on investment management topics in national publications such as The Wall Street Journal, The New York Times, The Washington Post, The Atlanta Journal-Constitution, Money magazine, The Baltimore Sun and The Chronicle of Higher Education. He is a frequent speaker at national and state CPA meetings, bankers associations, and many other professional financial service organizations.
Bill is a graduate of Brown University and earned his MBA and DBA degrees from George Washington University.
Bill's research has been published in numerous professional and academic journals including the Financial Analysts Journal, Journal of Accountancy, CPA Journal and Journal of Financial Planning. He has written a number of investment books including The Dow Jones-Irwin Guide to Personal Financial Planning, The Dow Jones-Irwin Mutual Fund Yearbook, Life Insurance Investment Advisor and Investment Fundamentals.