Head of Financial Institutions Business Development
Bill leads our business development efforts for the firm’s OCIO Services. Bill has over 38 years of industry experience including work as a Managing Director, Sales at Deutsche Bank, Managing Director, Midwest Sales at Fortigent, LLC and as a Partner, Advisor Alliance at HPM Partners, LLC in Chicago. Prior to joining the firm in 2016, Bill was the Partner and Head of U.S. Sales for Cantor Fitzgerald Wealth Partners, LLC and responsible for establishing the investment platform, CIO function, portfolio and allocation methodology and performance measurement and reporting. He also led Advisor recruitment, due diligence and portfolio/investment philosophy and fit. Bill received his BA in Finance and Management from Western Michigan University and his MBA in Finance and Marketing from the University of Detroit School of Business. Bill attended the Southwestern University School of Law where he studied Business Law. In his free time, Bill can be found on the golf course.