William "Bill" Romig

As Chief Investment Officer for Strait & Sound, William “Bill” Romig is a visionary leader dedicated to expanding the firm’s investment horizons and shaping its long-term strategy. Bill’s focus is on anticipating future market dynamics and introducing sophisticated, forward-looking strategies designed to secure and grow client wealth.

Bill is poised to drive the firm's next generation of offerings, including the introduction of a new, distinctive Microcap strategy. This initiative reflects his conviction that undervalued small companies hold significant potential for long-term outperformance. His future contributions will be central to the firm's direction.

Investment Committee Role: Bill will assume a vital place on the Investment Committee, where his insights will directly inform the firm's strategic asset allocation decisions.
Deep Market Research: His work will continue to be underpinned by rigorous research, including comprehensive Macro level theory, in-depth analysis of markets and stocks, and the disciplined identification of new investment opportunities.

Bill approaches risk as an evolving element of the market, which he will continue to address with intellectual discipline—accepting risk when it is intelligently rewarded for the benefit of our clients' financial futures. His commitment is to clarity and transparency, empowering clients to make informed decisions with confidence as Strait & Sound evolves its investment platform.

Career Accomplishments

Bill brings over two decades of experience in wealth management and investment strategy. Before joining Strait & Sound Wealth Management, he honed his expertise at:

J.P. Morgan: He served as a Private Client Advisor where he worked closely with high-net-worth clients to develop customized investment plans and guide them through complex financial decisions.

Scottrade: He spent fifteen years as a Branch Manager, where he led advisory teams and refined his skills in client service.

His career is distinguished by a consistent commitment to fiduciary excellence and the disciplined pursuit of long-term results.

Professional Designations & Education
Chartered Financial Analyst (CFA) – Earned in 2008
Chartered Alternative Investment Analyst (CAIA) – Earned in 2021
Education: Bachelor of Arts in Business Administration, emphasis in Finance, Washington State University, 1996

Education
Bachelor of Arts in Business Administration, emphasis in Finance
Washington State University, 1996