Bill oversees the team’s trading and operations, while ensuring a seamless operational experience for both clients and advisors behind the scenes. He brings more than 28 years of investment operations experience, including roles at major clearing firms such as Bank of New York, Fidelity, and Charles Schwab. His deep understanding of custodial platforms, along with his experience as an operations manager at a billion-dollar broker dealer, adds significant strength to the Moneco team. He is known as a dependable resource for identifying thoughtful, effective solutions across a wide range of situations, helping clients and colleagues feel confidence that any question or concern will be handled with care and efficiency. Outside of work, Bill enjoys spending time with family and friends, boating, golfing, and staying active in the community while supporting the Gaelic American Club.