William helps design innovative solutions to meet the complex needs of high-net-worth individuals, families, and foundations. He has over 20 years of experience developing and implementing investment strategies and brings expertise in investment management, financial planning, trust and estate planning, banking, and credit.
Prior to joining Clarfeld, William helped to build, reinforce, and strengthen client relationships at Thomson ONE Wealth.
As a Certified Wealth Strategist® (CWS®) with an MBA in Finance, William is also actively involved with the National Multiple Sclerosis Society.
William resides in Lincoln, RI, and enjoys spending time with his wife and two daughters.