William is a Partner 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 earned a BS in Finance magna cum laude from Bentley University and went on to obtain his Masters in Taxation at Bentley. Subsequently, Bill earned his Juris Doctorate cum laude from New England Law in Boston. He is a member of the Massachusetts Bar and the U.S. Supreme Court Bar. In 2012, Bill received the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils. He was named a Five Star Wealth Manager in Boston Magazine for 2019, 2020, 2021, and 2022.
Bill is a member of several professional organizations, including the Boston Estate Planning Council and the Family Firm Institute’s New England chapter, and was a founding member of the Professional Advisor Committee of The Boston Foundation. He serves as a board member and advisor for non-profit organizations and volunteers his time participating in town committees.
Bill is an avid trap shooting and sporting clays enthusiast. He and his family enjoy the many outdoor activities available in New England.
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