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Biography

Bill is a Partner in the Greenbrae office. He is a CFP® professional with over 20 years of investment management. He works closely with individuals and families, offering tailored portfolio and wealth management solutions to meet each client’s unique needs and goals.

Prior to joining Cerity Partners, Bill served as a Partner and Managing Director at Abbrea Capital, LLC.  Previously, he served in Managing Director roles at SunTrust Private Wealth and CSI Capital Management. Bill began his investment career with Piper Jaffray in Minneapolis.

Bill enjoys the outdoors, golf, reading and spending time with his family.

Education

  • B.S. in Business Administration (Finance) from the University of Colorado, Boulder

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.