Before joining Heritage Financial Services in the spring of 2016, Bill was the head of U.S. equity management at, and part owner of, an independent RIA with more than $2 billion in assets under management. Beginning his investment career in 2005, Bill has firsthand experience managing assets through a wide array of market environments. With a strong understanding of both traditional and alternative investments, he is an extremely valuable member of the Heritage Financial Services team. Outside of the office, Bill enjoys spending time with his family, traveling, reading, and "friendly" competition.
Accolades:
- Chartered Financial Analyst® (CFA®) charterholder
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- MBA from Simon Business School, University of Rochester
- BS in business administration from Whitman School of Management, Syracuse University
- FINRA Series 7 and 66 registered (held through Commonwealth Financial Network®)
- CFA Institute and CFA Society Rochester member