Bill services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing and performance monitoring. He also co-leads our Associations Business Council.
Prior to joining the firm, he served as Director at ORION Investment Advisors for more than 17 years before the firm was acquired by Fiducient Advisors in 2017. Bill received a BS in Business Administration from Miami University in Oxford, Ohio. He is active with several nonprofit affinity groups including the American Society of Association Executives (ASAE), the Association Forum of Chicagoland and the Finance and Administration Roundtable (FAR). Bill serves on the Board of Trustees for the Phi Kappa Tau Educational Foundation and is a member of the Investment Committee for the Wakefield Country Day School in Flint Hill, Virginia.