A Chartered Financial Analyst (CFA®) with 15 years of experience in equity research and portfolio management, Bill believes in sharing a common-sense explanation of investments with clients that goes beyond the numbers and valuations. It’s important to him to help clients have a fuller understanding of the hows and whys, while making them easy to understand. Bill spends a majority of his time developing investment ideas and managing the firm’s portfolio, while also cultivating new client relationships. He brings with him an inherent passion for the “game” he sees as core to his profession: The challenge of evaluating potential assets. Applying a disciplined approach. And encouraging confidence and calm among clients.
Bill joined Whitney & Company in 2020, drawn to the firm for its emphasis on client relationships and its holistic approach to financial planning. Prior to Whitney & Company, Bill most recently worked at Manning & Napier, where he was responsible for covering multiple sectors and industries and consistently identified and recommended investment ideas that performed well ahead of the benchmark. He earned his BBA in Finance from St. Bonaventure University.
Outside of work, Bill, who returned to upstate New York from Tampa, Florida, to join the firm, enjoys family time and getting out to hike, bike, ski, and play basketball or soccer.