William O. Birchfield III

Partner Chief Operating Officer Chief Financial Officer Chief Compliance Officer at Winston Partners Group LLC

William O. Birchfield III

William O. Birchfield III

Partner Chief Operating Officer Chief Financial Officer Chief Compliance Officer at Winston Partners Group LLC

Biography

Bill oversees the financial, operational, and compliance aspects of the firm and is also responsible for managing Winston’s Operational Due Diligence effort. Prior to joining the firm in September 2009, Bill was the Chief Financial Officer, Chief Operating Officer and a Founder of Ergates Capital Management, LLC, a long/short equity hedge fund manager in Jacksonville, Florida, from 2004 to 2009. Previously he was the Chief Financial Officer and Chief Operating Officer of Water Street Capital Inc., a long/short equity manager in Jacksonville. Prior to Water Street, Bill was the CFO of Redon, Inc., a privately-held intermodal trailer leasing company. Previously, he spent three years as an auditor and tax senior with Price Waterhouse. Bill received his BS in Accounting from Washington & Lee University and his Masters in Accountancy from the University of Florida. He passed the Certified Public Accountant exam in 1992.

Overview
Career Highlights

Ergates Capital Management LLC

RelSci Relationships

60

Number of Boards

2

Relationships
RelSci Relationships are individuals William O. Birchfield III likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Winston Partners Group LLC

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Former Executive Officer at Ergon Capital LP

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Director & Treasurer at Ergates Foundation, Inc.

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Owner & Board of Directors at firstSTREET for Boomers and Beyond, Inc.

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Managing Partner Portfolio Manager at Winston Partners Group LLC

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Partner at Winston Partners Group LLC

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Partner Director of Research at Winston Partners Group LLC

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Partner at Winston Partners Group LLC

Relationship likelihood: Strong

Partner at Winston Partners Group LLC

Relationship likelihood: Strong

Partner at Winston Partners Group LLC

Relationship likelihood: Strong

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William O. Birchfield III
Partner Chief Operating Officer Chief Financial Officer Chief Compliance Officer at Winston Partners Group LLC
Career History
Partner Chief Operating Officer Chief Financial Officer Chief Compliance Officer
Current

Winston Partners Group specializes in managing multi-manager long/short equity fund portfolios focused on fundamental, research-driven investment strategies. The firm manages three different geographic strategies: US Global, and Asia. They invest in a diversified group of long/short equity hedge fund managers that they believe is balanced across investment styles, sector orientations, geographic regions, and market capitalizations. Winston Partners Group seeks to achieve equity-like long-term returns with significantly lower volatility and beta than the broad market indices and to reduce the loss of capital during challenging equity market environments. Their investment and operational due diligence teams conduct deep, thorough due diligence to hire managers who employ a bottom-up approach to equity investing.

Chief Financial Officer
Prior

Ergates Capital Management is a market neutral investor. They focus on the stocks of US small-cap companies in the consumer non-durables sector.

Boards & Committees
Director
2010 - Current

Winston Capital Management invests the assets of the Winston Funds in pooled investment vehicles managed by other investment managers which they select. The Winston Funds seek superior capital appreciation through the use of a multi-manager investment approach that specializes in classic long/short hedged equity strategies. Winston seeks to achieve long-term capital growth by selecting the most skilled managers and portfolio funds available that invest and trade in domestic and foreign securities and financial instruments. Winston attempts to select managers and portfolio funds which offer a variety of different skills in an effort to provide for preservation of capital while maximizing opportunities for growth and to achieve complimentary diversification by style and strategy. In addition, capital of any of the Winston Funds may, from time to time, be invested directly by Winston in securities, money market funds or mutual funds, consistent with the general investment objectives of the respective Winston Fund.Portfolio funds often demonstrate a distinct growth or value equity style bias, as well as a particular equity capitalization or sector bias. Managers may also have a regional specialization or bias. Portfolio funds may also include industry sector specialists (e.g. financial, technology, consumer, healthcare) who opportunistically search for superior investments within their chosen area of industry expertise. Winston seeks to have representation from larger hedge fund organizations, as well as more promising smaller hedge fund Managers. Most managers can be expected to utilize short selling as a part of their overall portfolio management strategy, thereby reducing the correlation of the fund''s performance to the general stock market.

Director & Vice President, Secretary
Tenure Unconfirmed
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