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Biography

William is a Partner and Practice Leader in the Boston office and is a member of the firm’s Wealth Management practice. Bill has been advising high net worth individuals and families for over 30 years, providing objective, comprehensive, financial planning and investment management to clients.

Prior to joining Cerity Partners, Bill was a Partner at Daintree Advisors, which he joined in March 2012. Before joining Daintree, Bill spent six years as a Director of Client Management at Wells Fargo Family Wealth, the family office division of Wells Fargo’s Private Bank (and its predecessor Wachovia). Before Wells Fargo, Bill advised clients at the Financial Planning Group of Babson Capital Management.

Bill is an avid trap shooting and sporting clays enthusiast. He and his family enjoy the many outdoor activities available in New England.

Learn more about my practice.

Education

  • B.S. in Finance, magna cum laude, Bentley University
  • Master of Taxation, Bentley University
  • J.D., cum laude, New England Law, Boston

Highlights

  • Juris Doctor
  • Accredited Estate Planner®
  • Member of the Massachusetts Bar
  • Member of the U.S. Supreme Court Bar
  • Member of the Boston Estate Planning Council
  • Member of the Family Firm Institute’s New England chapter
  • Founding member of the Professional Advisor Committee of The Boston Foundation
  • Board member and advisor for non-profit organizations
  • Active volunteer with various town committees

Q & A

Was there a specific incident in your life that made it clear you were made for this career?

My first client meeting at my first job at a financial planning firm was exciting, humbling and terrifying. The client knew I had little experience, but appreciated the hard work I had put into our planning discussion.

What should your clients know the most about you?

I most enjoy learning about a client’s journey to where they are today. Each one is unique.

What differentiates Cerity Partners from other firms in our space?

The breadth of service offerings and depth of talent, coupled with a common ethos of putting clients first. Always.

What do you do in your personal life that helps you help your clients?

I am a voracious reader, which helps broaden my knowledge and better relate to my clients. Being a fan of wine and good food, both of which I enjoy sharing, does not hurt, either.

How would you describe your best day doing what you do?

My best day is spent meeting with clients to go over our ideas and recommendations to help them move forward with matters important to them.

What does the world need now more than anything?

To slow down and reduce conflict. Potable water is a close second.

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Principal & Client Experience Director

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By submitting the form, 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.