Partner, Founding Member
Bill has over 25 years of experience in providing investment advisory and personal financial counseling services to corporate executives, high net worth individuals, and institutions. Bill has been named one of the Top 100 Independent Financial Advisors in the country by Barron’s Magazine.
Prior to joining RCL, Bill was a Managing Director with Wealth & Tax Advisory Services, Inc. and prior to that, a Senior Manager with Ernst & Young LLP, where he spent over 12 years in the personal financial planning practice as a leader in the investment consulting and financial planning arenas. Prior to E&Y, he spent three years at the Asset Management Group in Parsippany, New Jersey. During his tenure with Ernst & Young, Bill served on the national investment committee and the national alternative investments committee.
A graduate of the Lubin School of Business, Pace University, Bill received his BS degree in finance in 1990 and his MBA in Investment Management in 1997. He is a Certified Investment Management Analyst (CIMA) and a member of the Investment Management Consultants Association (IMCA). Bill has lectured frequently on investment and financial planning topics at employer sponsored programs and internal Ernst & Young programs. He has appeared on Fox News, CNN, NY1 and numerous radio programs across the country. He has also been quoted in several publications, including the Wall Street Journal and Wealth Advisor magazine.