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Bill is a Partner in the Pennsylvania office.

Prior to joining Cerity Partners, Bill served as a Portfolio Manager and senior member of the investment and client service teams at Permit Capital Advisors, LLC.

Prior to Permit, Bill was a Vice President and Investment Officer of Hirtle Callaghan & Co. having joined the firm in 2006. In this role, Bill led the Mid-Atlantic Team’s building, investing and servicing of custom portfolios for family groups, educational institutions, foundations and trade associations. Prior to joining Hirtle Callaghan, Bill was an Assistant Vice President at Delaware Investments, promoting and servicing Delaware’s high net worth, endowment, foundation and pension money management programs throughout a Mid-Atlantic and Northeast geography. Between 2000 and 2008, Bill served on active and inactive reserve duty in the United States Marine Corps where he rose to the rank of Captain and was deployed to the Middle East.

Bill earned a M.S. in Business Administration from Boston University and B.S. from Ohio Wesleyan University. Bill is a Certified Investment Management Analyst, having received the designation in conjunction with The Wharton School at the University of Pennsylvania. He is a member of the Investments & Wealth Institute.

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