Portfolio Manager - Principal
Bill is an advisor who has a passion for working with clients to help them achieve their life goals. When it comes to important investment and planning decisions, do you want to go it alone or have an experienced investment professional help?
The majority of Bill’s career prior to opening Moondance Investment Advisors was at Morgan Stanley Smith Barney as a Senior Portfolio Manager – First V.P. Investments.
He also built upon his investment acumen and expertise at global investment firms such as Merrill Lynch and UBS Financial Services.
Bill’s clientele has included business owners and executives, farmers, physicians, attorneys and multi-generational families as well as churches, foundations and retirement plans. For new clients, he generally works with clients who invest $100,000 or more with us.
William was featured on WCAU TV, channel 10 news, "Live at Five", in an interview discussing market volatility.
William provides Continuing Legal Education (CLE) to Attorneys, and Continuing Professional Education (CPE) to Certified Public Accountants.
William is available for public speaking engagements as well as interviews.
He was a featured speaker at the UBS Financial Services, Inc. conference, held for new recruits, in Washington, DC.
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