Bill Felix

Sr. Innovation Manager

“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’s Story

Bill works throughout the firm to help rationalize, optimize, and automate Truepoint’s business operations. He uses data and technology to free up team members’ time so they can focus less on repetitive tasks and more on what truly matters–delivering meaningful, personalized service to each of Truepoint’s clients. Before joining Truepoint in 2018, Bill worked at the United Way of Greater Cincinnati.

Outside of the office, Bill enjoys reading fiction and using his technological prowess to try to win his fantasy baseball league. He is happiest when relaxing with his wife, Sarah, and their two young daughters.

Specialties: data abstractions, probability distributions, process analogies


Miami University, BS, Interdisciplinary Business Management

Interested in working with
our team?