Bill joined Waldron in 2017 as an intern, and is now a member of the Associate Team. As a member of the Associate Team, Bill works on a number of planning and investment related tasks where he is building specialized skills related to insurance and client reporting. 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.
Eductaion & Certificates
B.S.B.A with a dual concentration in Finance and Economics, Robert Morris University
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