About Us

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Bill has 30+ years of experience in the financial industry including

working as:

• Managing Partner & Founder of a Registered Investment Advisory Firm
• Portfolio Head for the NY Branch of a German bank
• Trader and Portfolio Manager for Morgan Stanley
• Trader and Portfolio Manager for CIGNA Insurance Company
• Tax & Financial Analyst for CIGNA Insurance Company, &
• An Accountant for Arthur Andersen & Co.

Bill has an MS in Professional Accounting from the University of Hartford & a BA in Mathematics & Computer Science from Hamilton College. 

He is a Chartered Financial Analyst (CFA) and completed the

Certified Public Accounts Exam.

Bill has provided financial advisory & investment management

services for:

• Individuals including Taxable and Retirement Accounts
• Irrevocable & Revocable Trusts
• Managed Trusts & Special Purpose Entities
• Bank Portfolios & Liabilities
• Mutual Funds
• Insurance Portfolios & their Segregated Accounts, &
• Charitable Entities

• Bill and his wife Julie are parents of four boys
• Bill is long time youth coach for lacrosse, soccer, basketball & swimming
• In his free time Bill enjoys playing golf