Client Advisory

Biography

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.

Education

  • B.S. from Ohio Wesleyan University
  • M.S. in Business Administration from Boston University

Highlights

  • Certified Investment Management Analyst
  • Member of the Investments & Wealth Institute

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