Bill joined Waldron in 2017 as an intern, and is now a member of the Planning Team. As a member of the Planning Team, Bill works on a number of planning related tasks where he is building specialized skills and knowledge related to insurance and the complexities of multigenerational wealth. Prior to joining Waldron, Bill developed himself professionally by interning with McKesson and Erie Insurance.
While studying at Robert Morris University Bill served as the Professional Development Leader for the RMU Economics Club, assisted with research on Pennsylvania tax incentive programs, and served as a board member of local Beta Gamma Sigma Chapter.
Bill is a big fan of music and movies, and he enjoys boating and playing frisbee in the summer.
Education & Certificates
B.S.B.A with a dual concentration in Finance and Economics, Robert Morris University
Certificate in Financial Planning, University of Georgia, Terry College of Business
CERTIFIED FINANCIAL PLANNER™ Professional
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