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William J. Worfolk

William J. Worfolk

Founder & Managing Partner

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William J. Worfolk is the Founder and Managing Partner of Cedar Bay.  With over 20 years of investment experience, Mr. Worfolk oversees the firm and has portfolio manager responsibilities.

 

Before founding Cedar Bay, Mr. Worfolk co-managed capital market portfolios, special purpose vehicles, and a flagship multi-strategy private markets fund at multi-family office Hudson Park.  In addition to his portfolio management responsibilities, he served as the firm’s Chief Compliance Officer.  He also held investment consultant roles at two of the largest asset managers in the world, Franklin Templeton Investments and New York Life Investments.  Mr. Worfolk began his career as a member of an Institutional Consulting team at Morgan Stanley, focusing on portfolio design and investment consulting to group benefit plans, endowments, and foundations. 

 

Mr. Worfolk holds an MBA from the NYU Stern School of Business and a Bachelor of Science in Business Administration with a dual concentration in Finance & Management from Monmouth University.  

Founder & Managing Partner

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