Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
Philadelphia
Client Advisory
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.
Partner & Market Leader
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.