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Experience
Bill Akmentins is a Senior Portfolio Manager at Provenance Wealth Advisors, where he partners closely with clients to develop customized investment strategies aligned with their long-term financial goals. With more than 30 years of experience serving ultra-high-net-worth families and institutions, Bill specializes in asset allocation, portfolio construction, manager selection, and private alternative investments. His disciplined approach, focus on tailored solutions, and commitment to thoughtful client communication have contributed to a strong track record of long-term investment performance.
Prior to joining Provenance Wealth Advisors, Bill served as Senior Portfolio Manager at BNY Wealth, advising ultra-high-net-worth clients across South Florida. He previously spent eight years at The Northern Trust Company as Senior Portfolio Manager and Investments Team Leader, where he oversaw a team of seven investment professionals and managed more than $1.2 billion in client assets. His earlier experience includes serving as Chief Investment Officer for a single-family office and as Director of Public Investments for Southern Methodist University’s (SMU) endowment.
Bill holds a Bachelor of Science from the Massachusetts Institute of Technology (MIT) and an MBA from the University of North Carolina’s Kenan-Flagler Business School. He is a Chartered Financial Analyst® charterholder and holds FINRA Series 7 and 63 licenses. He is also a member of the Miami Society of the CFA Institute.
Bill is actively engaged in his community and professional networks. He serves as a board member of the National Christian Foundation of South Florida – Broward County and contributes to the Finance and Investment Committee for the Bonnet House Museum and Gardens.
Bill resides in Cooper City, Florida, with his wife, Sarah, and their two children. Outside of work, he enjoys playing pickleball and cycling and going to the beach with his goldendoodle, Cody.
Client Focus
Specialized Strategies
Estate Structuring
Estate Planning
Market Analysis
Education
- Massachusetts Institute of Technology – Bachelor of Science
- University of North Carolina Kenan-Flagler Business School – Master of Business Administration
Affiliations
- Chartered Financial Analyst®
- FINRA Series 7, 63 Licenses
- Investment Advisor Representative of Provenance Wealth Advisors
- Member of the Miami Society of the CFA Institute
- MIT Alumni Association of South Florida
- Registered Representative of PWA Securities, LLC
Community
- Board Member, National Christian Foundation of South Florida – Broward County
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