Managing Director and Senior Investment Advisor
Bill has spent more than two decades helping high net worth families achieve their personal and financial goals and aspirations. By providing customized investment advice and management to business owners, Forbes 400 families, professional sports teams and others, Bill works to develop and integrate each client’s investment objectives with their estate/wealth/charitable and life plans.
Prior to joining Fortiter Wealth Management, Bill was a Managing Director at Paul Comstock Partners where he consulted with wealthy families and charitable organizations on a wide variety of matters spanning the full range of traditional and alternative investments, family dynamics, estate planning and insurance matters. He also spent 11 years as Senior Vice President for Sentinel Trust Company, LBA where he provided investment and other advisory services to trustees, beneficiaries and client family members. Prior to that, Bill led the large cap core team at Vaughan Nelson Investment Management managing more than $1 billion in equities.
Bill received his MBA in Finance and Investment Management from the Wharton School at the University of Pennsylvania and a BS in Accountancy and Finance from Miami University (Ohio). He holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.* He is an active member of the CFA Institute and the CFA Society of Houston.
Bill enjoys travel, kayaking and most other water sports, and spending time with family. He has coached baseball, basketball, soccer teams, served as a career mentor for at-risk youth and taught Sunday school at his church. He lives in Seabrook with his wife Grace and is very proud of their three grown sons.
* This firm is not a CPA firm. (Required disclosure by Texas State Board of Public Accountancy)