Bill is focused on developing and implementing unique investment solutions for clients of the firm, focusing on asset allocation strategy and investment manager due diligence. He also works closely with Waldron wealth advisors on client investment situations that may arise. He joined Waldron from RBC Wealth Management, where he was an investment analyst, and has previously worked at UBS Financial Services in a similar capacity.
Bill resides in Pittsburgh with his wife Emilie, and their daughter Anna. Bill is an avid fan of University of Pittsburgh football/basketball and English Premier League soccer.
Education & Certifications
B.S. Finance, University of Pittsburgh
Chartered Financial Analyst
CERTIFIED FINANCIAL PLANNER™ Professional
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