About William
William (Bill) is part of a team of counselors who offer customized solutions to high-net-worth individuals, families, and corporate executives, including planning and implementing clients’ financial planning, investment management, and tax objectives.
Education and Professional Milestones
- Hamilton College – bachelor’s degree in communications
- Northeastern University – Master of Business Administration with a concentration in finance
- Has also held other financial services roles with John Hancock Financial Services and Investors Bank & Trust