William Ellison Grayson

Current Employers

Employment History

• 04/2009 → 07/2020
  Sanford C. Bernstein & Co., Llc
  San Francisco, CA
• 07/2020 → 08/2026
  Rbc Wealth Management
  San Francisco, CA
• 08/2026 → Present
  Ieq Capital, Llc
  San Francisco, CA

Previous Registrations

• 2020-07-20 → 2026-08-28
  Rbc Capital Markets, Llc
  San Francisco, CA
  San Francisco, CA
• 2009-09-17 → 2020-07-22
  Alliancebernstein L.P.
  San Francisco, CA
• 2013-03-04 → 2013-03-05
  Sanford C. Bernstein & Co., Llc
  San Francisco, CA

Other Businesses

1) Presidio Trust; not investment-related; 103 Montgomery Street P.O. Box 29052 San Francisco, CA 94129; A federal agency created to operate, maintain and transform the Presidio, a national park and former military fort in partnership with the National Parks Service. Six of the seven-member board of directors are appointed by the President of the United States.; Board Member since 05/24/2017; 10 hours per month; not during securities trading hours; The Board of Directors makes financial decisions for and on behalf of the Presidio. 2) Name: Presidio Trust Address: 103 Mo0ntgomery Street SF CA 94129 Business Description: Federal agency managing a national park Business is not investment related Projected Start Date: 05/01/17 Capacity: Board of Directors * Duties Performed: Chair, Board of Directors - provide oversight and guidance to staff and CEO Devoted to this OBA per Month: 3 Hours Devoted to this OBA during business hours: 0 3)Name: Villa Taverna Club Address: 29 Hotaling Place SF, CA 94111 Business Description: Private dining club Business is not investment related Projected Start Date: 04/01/13 Capacity: Board of Directors * Duties Performed: President of club and chair, board of directors. Devoted to this OBA per Month: 3 Hour Hours Devoted to this OBA during business hours: 0 4) Name: University of Hawaii Foundation Address: 1314 South King Street, Suite B Honolulu, HI 96814 Business Description: university foundation Business is not investment related Projected Start Date: 04/01/15 Capacity: Board of Directors * Duties Performed: standard board of trustees duties in overseeing CEO and staff. Serve on investment committee but personally make no investment decisions on individual positions. Instead we rely on Cambridge Associates and the underlying managers make all investment decisions. Devoted to this OBA per Month: 2Hour Hours Devoted to this OBA during business hours: 0 5) Name: National Park Foundation Address: 1500 K Street, NW, Suite 700 Washington, DC 20005 Business Description: Foundation to support the national parks Business is not investment related Projected Start Date: 12/20/19 Capacity: Board of Directors * Duties Performed: Standard director role, advising as to policy, overseeing CEO and staff and serving on investment committee. I have no personal decision making authority over individual investments as an outside investment consultant advises the committee and foundation. Devoted to this OBA per Month: 2 Hours Hours Devoted to this OBA during business hours: 0 6) Name: Rental Property Address: 9 Rutgers Court Rancho Mirage, CA 92270 Business Description: Rental of second home Business is not investment related Projected Start Date: 12/31/20 Capacity: Owner - Active Duties Performed: Owner of one single family home rental property; normal duties of an owner/landlord. Devoted to this OBA per Month: 1 Hours Devoted to this OBA during business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2009-09-16
• S63 Uniform Securities Agent State Law Examination
  1997-03-14

Other Names

• William Ellison Grayson
• Bill Grayson
• William E Grayson