38 Main Street, Suite 2D Andover, MA 01810
Bill graduated from Boston College with a BS in Finance and earned his Accredited Portfolio Management Advisor® designation from the College for Financial Planning. He holds FINRA Series 7 and 65 securities registrations and is an Investment Adviser Representative. He also maintains life, accident, and health insurance licenses.
Bill is actively involved in his community and has held several leadership roles. He is a past president of the Pingree School Alumni Leadership Board and a former member of the school’s Board of Trustees. He also served as president of the Friends of KIPP Academy Lynn Foundation.
In addition, Bill serves as a board member and director of The Mockingbird Foundation, a nonprofit organization dedicated to improving access to music education for youth. He is also a member of the Professional Advisors Committee of the Essex County Community Foundation.
Outside of work, Bill enjoys coaching youth baseball, golfing, and attending live music events. He and his wife, Britt, live on the North Shore with their daughter, Cate, and sons, Marty, Jimmy, and Pete.