Bill is one of four founding partners of Coastal Bridge Advisors. Bill leads the Corporate Executive Services, Lending and Alternative Investment operations of the firm. Bill is also responsible for overseeing business development and the firm’s west coast operation.
With a career spanning almost 30 years, Bill began his career at Merrill Lynch in 1986. He then spent 10 years as a Senior Vice president at Smith Barney before returning to Merrill Lynch in 1998 as part of their Private Banking and Investment Group, the firm’s prestigious division serving high net worth individuals, families and businesses. In 2008, Bill and his partners left Merrill Lynch to form Coastal Bridge Advisors, an independent Registered Investment Advisory Firm, to better serve their clients according to a fiduciary standard.
Bill contributes editorial to Worth Magazine, providing insight and education of the wealth management industry as a Leading Wealth Advisor. Bill has been featured on Fox Business Channel, the Dow Jones Advisor Show and has and continues to be cited in local and national press. Bill is the appointed Head of the Advisory Counsel for Save the Children’s Board of Directors. Bill remains active with other charitable organizations as well, including St. Vincent Medical Centers SWIM Across the Sound fundraiser.
Bill received his Bachelor’s degree in Political Science from Randolph Macon College in Ashland, Virginia.
Bill resides in Westport, CT and in his spare time Bill enjoys anything and everything sporty, seeing and playing live music, reading and traveling.