Bill oversees the team’s trading and operations, while ensuring a seamless operational experience for both clients and advisors behind the scenes. He brings over 28 years of investment operational experience, having worked with major clearing firms such as Bank of New York, Fidelity, and Charles Schwab. His robust knowledge of the inner operational workings of multiple custodian platforms and time served as the operations manger of a billion-dollar broker dealer are a welcomed contribution to the CFO team. Bill enjoys time with family and friends, boating, golfing, and staying active in the community while supporting the Gaelic American Club.