William Heitin

Questioner
DISC Type : c

Board Member & Chair of Investment Committee at JCC Greater Boston

Massachusetts, United States

Overview

William Heitin is the CEO and a Founding Partner of Windrose Advisors, where he chairs the Investment Committee. A Certified Public Accountant with a background at MITs endowment and PwC, his expertise lies in private portfolio investments, particularly real estate. He holds an MBA from Suffolk University.

Outside of work, William is deeply committed to his community. He serves on the boards of JCC Greater Boston and Hebrew SeniorLife and previously served for over two decades as an elected official in his hometown of Sharon, MA, where he lives with his wife and two daughters.

Unique fact: William served for more than 20 years on the Town of Sharon Select Board, shaping local governance and development.

Personality Overview

Value Seeker

Systematic

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Private Market Investing
His professional focus is on private portfolio investments, with a particular emphasis on real estate, both at Windrose Advisors and in previous roles.
Endowment Management
Draws on experience from the MIT endowment and currently chairs the Investment Committee for JCC Greater Boston and serves on the committee for Hebrew SeniorLife.
Local Governance
Served for over 20 years as an elected official on the Select Board for the Town of Sharon, demonstrating a long-term commitment to community leadership.

Media Appearances

William has no verified media appearances

Work History

7-2018
Board Member & Chair of Investment Committee at JCC Greater Boston
7-2014
Trustee & Investment Committee Member at Hebrew SeniorLife
10-2011 - 12-2019
Board Member at Fitchburg State University, Graduate and Continuing Education
8-2009
Chief Executive Officer & Founding Partner at Windrose Advisors
6-2008 - 12-2009
Chief Investment and Chief Financial Officer at Garnet Street Partners LLC

Education

1990 - 1991
MBA from Suffolk University - Sawyer Business School
1986 - 1990
BS from Fitchburg State University

More Information

Social Presence :

Prographics :

Exp : 34 Location : Massachusetts, United States Job Level : Leadership Designation : Board Member & Chair of Investment Committee at JCC Greater Boston
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from William

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will William move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can William take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And William

Personality Compatibility


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