BD

Bill Disciullo

Cui servire regnare est

United States

Overview 

Bill DiSciullo is an accomplished finance professional with a background in investments, equities, and capital markets. Currently serving as a Regional Director at DFA Securities LLC, he has held executive roles at Morgan Stanley and Oppenheimer & Co. Inc., showcasing expertise in financial analysis and business development. Highlights of Bill's career include his tenure as an Executive Director at both Morgan Stanley and Oppenheimer & Co. Inc., where he demonstrated strong leadership and strategic acumen in the finance industry. His experience spans teaching history at Xaverian Brothers High School to advising at top financial firms like J.P. Morgan and Lazard.

Work Experience 

Charlotte, NC

  • Investor

    2024 - Current

DFA Securities LLC

  • Regional Director

    2015 - 2024

    institutional investment management

MS

Morgan Stanley

  • Executive Director

    2009 - 2013

    Convertible sales & trading

Morgan Stanley Venture Partners is a private equity firm that invests in high-growth companies in the technology and healthcare industries.

morganstanley.com
O&

Oppenheimer & Co. Inc.

  • Executive Director

    2003 - 2009

    Convertible sales & trading: -Back w some of the Lazard crew. Managed productive relationships w. hedge fund & long-only clients

Oppenheimer & Co. provides a full range of investment banking, securities brokerage, and wealth management services.

oppenheimer.com
JM

J.P. Morgan

  • Associate

    2002 - 2003

    Convertible sales & trading

J.P. Morgan Ventures Energy Corporation provides commodity risk management solutions in both the physical .

jpmorgan.com
XB

Xaverian Brothers High School

  • History Teacher

    1999 - 2000

    - Taught US & world history at alma mater - Head Coach, downhill ski team

L

Lazard

  • Associate

    1995 - 1998

    Convertible bond research We ran lean, punched above our weight, & had fun - special group - Generated & recom'd trade & investment ideas to desk and clients - Published research for client distribution - Met w/corp mgmt, negotiated convert. buybacks w/issuers, worked w I. Bankers on pricing new deals

Lazard is a financial advisory and asset management firm focused on income strategies, alternative investments, and private equity funds.

Raised $400,000,000.00.

lazard.com
SB

Salomon Brothers

  • Analyst

    1994 - 1995

    - Publishing analyst, Institutional Investor-ranked convertible research team

Salomon Brothers provides investment-banking, securities underwriting, and foreign exchange trading services.

salomonbros.com

Education 

Articles About Bill

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