A marriage of practical experience with academic theory.

Versatile Capital management was established to help clients reach their investment goals through strategies based on widely accepted academic financial theory. Versatile Capital distills these theories into intelligent asset allocation solutions given the client’s risk tolerance. The goal is to "rise above the noise of Wall Street and its incessant pulls as the noise only serves to distract." Additionally, Versatile strives to eliminate the emotion and bias by maintaining a systematic and disciplined approach. The elimination of behavioral errors will greatly enhance returns. And finally, effectively communicating with the client is essential to building a long term relationship.



John Russell

John Russell

2007-2014 Relative Value Partners, a RIA that utilizes closed end funds and ETFs in its strategies
1984-2006 Citigroup/Salomon Brothers – Managing Director Fixed Income Institutional Sales
1981-1984 Arthur Anderson; CPA Audit division
1981 University of Notre Dame; BBA with honors

Bill McDonald, PhD

Bill McDonald, PhD

1979 - present: Professor of Finance at University of Notre Dame Mendoza School of Business
Research predominately in capital markets. Published more than 40 research papers in leading journals of finance, accounting, management science and economics
Developed textual analysis technology with Prof. Tim Loughran, published in recent Journal of Finance
Professor of Applied Investment Management course managing a portfolio for Notre Dame’s endowment
Worked at Schwab Center for Investment Research developing financial planning and patented portfolio optimization strategies

Contact Us

See what Versatile Capital Management can do for you.

How to Contact Us

If you would like more information about our services or would like to discuss an investment, please contact us by phone or email.


140 South Dearborn
Suite 1000
Chicago, IL 60603

Contact Details

  • John Russell
  • (312) 981-9848
  • This email address is being protected from spambots. You need JavaScript enabled to view it.