Client and Corporate Services

Biography

William is a Principal in the Virginia office.

Prior to joining Cerity Partners, William was the Chief Financial Officer at Palladium Partners LLC. His responsibilities included overseeing all technological aspects of the firm, in addition to assisting in functions including investment selection, asset allocation and trading. Prior to Palladium Partners LLC William worked for 7 years as a sell-side equity research analyst with BB&T Capital Markets and Stephens Inc. in Richmond, VA covering transportation related securities. He began his career in public audit with Deloitte.

 

Education

  • Bachelor of Arts in Mathematical Economics from Hampden-Sydney College
  • Master in Accountancy from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill

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