William graduated from Syracuse University in 1977 with a dual major in both accounting and marketing before starting his career with a CPA firm on Madison Avenue in New York City. Several years later, he left the accounting profession, having been a controller for several divisions of a public company and started working for a municipal bond firm as an advisor. With almost 40 years of experience as an investment advisor, Bill is dedicated to helping his clients pursue their financial goals. He works closely with clients, their accountants, and attorneys to provide a comprehensive approach tailored to their needs. Bill’s favorite ways to stay up to date are reading Bloomberg News reports as well as subscribing to several private money manager newsletters in the industry. In his free time, Bill enjoys playing softball in an adult league on weekends and supporting his favorite professional football team during the season.