As a 40-year industry veteran and the founder of the practice, Bill serves in a leadership role overseeing the teams’ continual focus on offering timely and effective service. Bill believes in treating his clients like family and investing time to fully understand their unique financial challenges and goals.
Bill earned a BS from Northeastern University, where he is now a trustee. He is actively involved in the Dana Farber Cancer Institute, The Hole in the Wall Gang and the Pine Street Inn charities. He and his wife enjoy spending time with their three children and three grandchildren.