Bill earned an M.B.A. from the University of Miami with a specialization in Finance and Telecommunications in 2000 with an award of Academic Merit and a B.A. from Denison University with a Major in Political Science and a Minor in Economics in 1996. Also, Bill has a certificate in Financial Planning from Boston University and has a CFP® designation.
Bill provides portfolio management and financial planning services to clients. In addition, Bill provides sales, trading, marketing, and operational support to Hudson Advisor Services, Inc. Prior to Graduate School, Bill worked for Franklin Templeton, a mutual fund company based in the San Francisco Bay Area. Bill has worked in the Financial Services industry for over 18 years. Bill has two daughters and splits his time between the Washington D.C. area and the main office in Buffalo. In his spare time, Bill likes to play ice hockey, soccer, and volunteer with Habitat for Humanity.