Bill is a Partner and Wealth Advisor with over two decades of investment management and financial planning experience. Bill has a diversified skill set that focuses on risk management, investment analysis, and portfolio management. He works to develop comprehensive goal-based financial plans, including retirement, estate, tax, and concentrated equity planning. Bill has experience with private alternative investments, including hedge funds, private equity and Real Estate. Bill works in SAX’s New York office, serving the needs of affluent domestic and international families.
Bill holds the Chartered Financial Analyst (CFA) and the Certified Financial Planner® (CFP®) designations. He is a member of the CFA Society of New York and the Estate Planning Council (EPCNYC) of New York. Bill graduated from James Madison University with a double major in Finance and Computer Information Systems. Post-graduation, he enrolled in Georgetown University’s financial planning course and earned a Certificate in Financial Planning.
Bill resides in NYC with his family. He also sits on the firm’s Investment Policy Committee.
Practice Areas
Advisory
Estate and Wealth Transfer Planning
Risk Management
Wealth Management
Practice Areas
Advisory
Estate and Wealth Transfer Planning
Risk Management
Wealth Management
Industries
Venture Capital and Private Equity
Industries
Venture Capital and Private Equity
Specialty Groups
Bio
Bill is a Partner and Wealth Advisor with over two decades of investment management and financial planning experience. Bill has a diversified skill set that focuses on risk management, investment analysis, and portfolio management. He works to develop comprehensive goal-based financial plans, including retirement, estate, tax, and concentrated equity planning. Bill has experience with private alternative investments, including hedge funds, private equity and Real Estate. Bill works in SAX’s New York office, serving the needs of affluent domestic and international families.
Bill holds the Chartered Financial Analyst (CFA) and the Certified Financial Planner® (CFP®) designations. He is a member of the CFA Society of New York and the Estate Planning Council (EPCNYC) of New York. Bill graduated from James Madison University with a double major in Finance and Computer Information Systems. Post-graduation, he enrolled in Georgetown University’s financial planning course and earned a Certificate in Financial Planning.
Bill resides in NYC with his family. He also sits on the firm’s Investment Policy Committee.
OFFICES
Suite 300 - 1055 West Hastings St. Vancouver, B.C., Canada, V6E 2E9
360 Central Avenue, Suite 845 St. Petersburg, Florida, USA 33701
