Portfolio Manager - Principal
Bill has a passion for working with clients to help them achieve their life goals.
He is an advisor who can help clients define their goals, formulate & implement a plan and then monitor progress toward those objectives.
William accrued diverse experience while working with several global investment firms such as Morgan Stanley, UBS Financial Services and Merrill Lynch.
His investment acumen was strengthened, expanded and honed by learning something new, different, insightful and valuable about the industry with every transition to each new global investment firm.
Bill’s clientele has included business owners and executives, farmers, physicians, attorneys and many multi-generational families as well churches, foundations and retirement plans.
He is proud that he works with clients of all sizes ranging from modest to multi- millions.
William was also featured on WCAU TV, channel 10 news, "Live at Five", in an interview discussing sudden market swings.
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 also tagged to speak at the UBS Financial Services, Inc. conference, held for new recruits, in Washington, DC.
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