“My curiosity in both decision making and automation led to substantial time investments into technical arenas such as data architecture, data transportation, data analysis and user experience. Truepoint, along with other wealth management firms, has exciting challenges to tackle while maintaining high levels of client satisfaction and employee satisfaction.”
Bill Felix is a technology specialist at Truepoint. In his role, he focuses on knowledge automation which includes creating infrastructure, tools and guidance, along with actionable insights, across the firm. “I am naturally drawn to the intersection of people, processes and technology in business decision making.”
Bill graduated from Miami University with a Bachelor of Science in interdisciplinary business management. At Miami, his degree focused specifically on legal studies. Before joining Truepoint in 2018, Bill worked at the United Way of Greater Cincinnati.
Bill is married to Sarah, a real estate agent who keeps the family on the move. Bill and Sarah have two young daughters and currently reside in St. Bernard.