Sound Portfolio Advisors

Who We Are

Sound Portfolio Advisors is a registered investment advisor based in Mystic, Connecticut with an office in Jackson Hole, Wyoming that provides fee-only financial planning and portfolio management services to individuals and retirement plans. Being based in a small town provides a unique sense of perspective, while the location between New York and Boston provides regular access to some of the world’s most thoughtful perspectives.

WILLIAM P. MIDDLETON
President & Chief Investment Officer

Bill began his investment career nearly twenty years ago with Federated Investors, an institutional mutual fund firm. At Federated he was responsible for working with investment advisors and money managers in New York and Boston, including some of the most respected names in the industry. In 1995 he joined Investment Management Advisors, Inc. (IMA), a New York investment advisory firm where he went on to become a partner. While at IMA he worked in all facets of the business including research, portfolio management, operations and performance reporting. During his tenure with the firm his work included various consulting projects for Lipper Analytical Services. In January of 2004 he founded Sound Portfolio Advisors.

Bill attended the University of Pittsburgh where he earned degrees in Business and Philosophy. He holds the Certified Financial Planner© (CFP©) designation.

He has been involved with a variety of non-profits over the years including The James Merrill House (Co-Chair), Mystic Arts Center, Lawrence & Memorial Benefactor Society (Past President), Riverfront Children's Center (Past President and Treasurer), Mystic Outdoors Art Festival (Past Chair)and the Estate & Tax Planning Council of Eastern Connecticut (Past Secretary and President).

KARL D. MEYER
Vice President and Director of Client Relations

Karl recently joined Sound Portfolio Advisors and works out of the Jackson Hole, Wyoming office. Prior to joining the firm he was with Jackson State Bank and Trust and then its successor, Wells Fargo, for nearly twenty years. Previous to that experience he held a variety of positions in the financial services industry including working in futures trading at the Chicago Board of Trade. He was also as an early member of the team that ran the Mutual Fund Marketplace at Charles Schwab and Co., the industry’s first market place for trading mutual fund shares. It was in this role that Karl witnessed firsthand the Black Monday stock market crash of October 19, 1987, when the Dow Jones Industrial Average dropped nearly 23% in a single day.

Karl is a graduate of the University of Minnesota where he completed a degree in Economics as well as a minor in business. He has held various licenses in the securities, insurance and banking fields over his career, including the FINRA (NASD) Series 7 and 63 in securities as well as Life, Disability and Credit in insurance.

He was drawn to Jackson Hole by a love of the outdoors. He is an accomplished river guide and is on the advisory council of the Grand Teton National Park Foundation.