Vice President, Senior Institutional Services Advisor
Bill has more than 35 years of experience in the Institutional Services arena. During his career, Bill has partnered with virtually every type of institutional client, from corporations, retirement plans, governments, and foundations, to endowments, unions, non-profit organizations, and insurance companies. Bill’s relationships with these clients has covered the full spectrum of institutional services, including defined benefit retirement plans, defined contribution retirement plans, trust / custody services and investment management services. Bill earned his BA in marketing management from Dominican College and holds Series 6, 7, 63 and 65 securities licenses, as well as the Retirement Plans Associate (RPA) designation from the International Foundation of Employee Benefit Plans and the Wharton School of Business.