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.
Principal
Norfolk
Client and Corporate Services
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.
Associate
Senior Associate
Principal & Head of Digital Marketing
Partner
Principal & Director of Human Resources
Senior Principal
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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.
