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Prior to joining Alex. Brown in 2022, Bill was with Janney Montgomery Scott, LLC as an Executive Vice President. Bill has over 35 years of experience in the financial industry, dating back to 1986 when his career began in New York with Kidder Peabody & Company. He was a Vice President and one of 20 Institutional Portfolio Management Consultants within Kidder Peabody's Consulting Group. When the firm was sold in 1994, he joined Smith Barney as one of only 50 Consulting Group Directors. In 1997, Donaldson, Lufkin & Jenrette recruited him to join the Firm as the National Manager of DLJ Consulting, which became CSFB Consulting when Credit Suisse First Boston acquired DLJ in 2000. Bill joined Legg Mason Wood Walker, Inc. in 2003 as a Senior Vice President and Senior Portfolio Consultant. Legg Mason's Private Client Group was exchanged for Citigroup's Asset Management operation in late 2005 and became part of Smith Barney.

Bill is a graduate of The Haverford School and Duke University, where he was a member of the varsity lacrosse team for four years. Despite his devotion and commitment to providing quality service to his clients, Bill still manages to find time to pursue his passion for philanthropy and spend time with his wife and their four children. Bill is actively involved with the ESF Dream Camp Foundation, a program that affords underprivileged youth in the Philadelphia area the opportunity to attend summer camp and receive year round mentoring. Bill's passion for philanthropy has been passed on to his family who have joined him in giving back to the community though participation in Good Works and ESF's Dream Camp, among other philanthropically inclined organizations. When he is not in the office or actively serving his community, he enjoys spending his time skiing, sailing, attending his children's athletic events, working around the family's farm and vacationing with his family in Northern Ontario.

Raymond James is not affiliated with the above organizations and/or charitable causes.