return home
Our Team

Our Team

Previous |
William Wurts
Chairman
Jeffrey MacLean
Chief Executive Officer
Shelly Heier, CFA, CAIA
President & COO, Senior Consultant
Jeffrey Scott, CFA
Chief Investment Officer
Scott Whalen, CFA
Executive Vice President, Senior Consultant
Victor Lee
Senior Consultant
Anne Westreich, CFA
Senior Consultant
Brent Nelson
Senior Consultant
Annie Taylor, CFA
Senior Consultant
P. Bradley Ness
Senior Consultant

William Wurts

Chairman

William Wurts

Mr. Wurts, Chairman, Founder of Wurts Associates, has been in the investment consulting business for over 45 years. Prior to establishing Wurts & Associates he worked for 23 years as a vice president in the institutional division of Merrill Lynch. In this capacity, Mr. Wurts and his team had the responsibility of providing ongoing consulting to over 50 major clients in the Pacific Northwest. He established Wurts & Associates in Seattle in January 1986 and the Los Angeles office in 1990.

Mr. Wurts has been a featured speaker at numerous meetings of the Western Pension Conference and the International Foundation of Health, Welfare & Pension Plans on subjects relating to institutional investing. Over the years he has also taught a number of investment courses through the Seattle Community College system. Mr. Wurts has served as a past president and a member of the Board of Directors of the Western Pension Conference. He is presently on the Board of Directors for the Seattle Chamber of Commerce and is also a member of the International Foundation of Employee Benefit Plans, the Rotary Club of Seattle, and the Rainier Club. Mr. Wurts received his BA from Yale University.