William Hubbard

William Hubbard, Founder and CEO of Cirrus Capital, holds the Chartered Financial Analyst® (CFA) designation and earned a Bachelor of Science in Electrical Engineering. This combination has helped him develop a unique approach to investing, allowing him to be both hyper-analytical and practical. He believes that past performance is not indicative of future results, and agrees with the words of Mark Twain, “history never repeats itself, but it often rhymes.” He analyzes financial data to adapt his investing strategy for the future.  

 

He believes success in investing comes about in two ways; reduce loss and focus on long-standing successful investment principles. Investors can easily be lured by the latest trends that don’t lead to long-term success. William’s goal is to help his clients invest prudently and intelligently, offering them their best opportunity of meeting their financial goals and realizing long-term growth. This is why his investing approach is to analyze what can go wrong and minimize risk to client portfolios.  

 

When William isn’t working, his favorite things to do are spend time with his wife, Abby, and daughters, Margaret and Cordelia. He’s a bit of a coffee snob (“a bit”), enjoys golfing, and has a lifelong passion for aviation.