Bill brings more than 25 years of financial sector expertise to his role, specializing in portfolio construction and advisor relations. His career spans foundational roles at Fidelity Investments in distribution positions representing industry giants like BlackRock and Virtus Investment Partners.
Based in the NY Metro Region since 1997, Bill has extensive experience working closely with top-tier financial advisors to optimize asset allocation, navigate capital markets, and implement robust retirement solutions, experience which serves him well in his new role working with individual clients. He holds a degree from the University of Massachusetts at Amherst.
Married since 2003, Bill lives in Ridgewood, NJ, with his wife, Lily, and their three children. Growing up in the Boston Area Bill developed a live long allegiance to his hometown sports teams. When not working, he can usually be found near a baseball field.