About
Bill
William (Bill) focuses on building strong client relationships by utilizing his experience and proficiency in investment management and financial planning. He loves working with a group of professionals who share a common goal–taking great care of the people we work for. Bill also takes a leadership and mentoring role within the firm.
Bill began his career as a financial advisor after an initial stint in IT sales. He also worked in wealth management at a large regional bank and was an advisor at another Pittsburgh-based registered investment advisor firm.
Bill lives in Upper St. Clair with his wife and three children. He enjoys completing crossword puzzles and golfing in his free time.
Education and Professional Milestones
-John Carroll University – bachelor’s degree
William (Bill) focuses on building strong client relationships by utilizing his experience and proficiency in investment management and financial planning. He loves working with a group of professionals who share a common goal–taking great care of the people we work for. Bill also takes a leadership and mentoring role within the firm.
Bill began his career as a financial advisor after an initial stint in IT sales. He also worked in wealth management at a large regional bank and was an advisor at another Pittsburgh-based registered investment advisor firm.
Bill lives in Upper St. Clair with his wife and three children. He enjoys completing crossword puzzles and golfing in his free time.
Education and Professional Milestones
-John Carroll University – bachelor’s degree