Bill shares his extensive industry and investment knowledge consulting with portfolio managers regarding potential investment and planning opportunities. He began his career in 1972 and held leadership roles through mergers with PaineWebber and UBS, later joining Morgan Stanley and Westport Resources before partnering with CFO Capital Management. Bill earned degrees from Dartmouth and NYU Stern and became a CFP® professional in 1979. Bill lives in Old Saybrook, CT and enjoys golf, rowing, birding, and community board service.