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Five Star Wealth Managers 2018-2020
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Bill is a Senior Wealth Advisor and a Principal at The Colony Group. He is part of a team of Colony Wealth Management counselors providing customized solutions to high net worth individuals, families, and corporate executives, including planning and implementing clients’ financial planning, investment management, and tax objectives.
He started at The Colony Group as a Portfolio Administrator in Colony Investment Management, where he was responsible for new accounts, custodial communications, and client service requests. Previously, Bill was employed by John Hancock Financial Services as an Annuity New Business Specialist and by Investors Bank & Trust as a Client Service Administrator. He earned a Bachelor of Arts in Communications from Hamilton College and his MBA from Northeastern University with a concentration in finance. Bill holds the CERTIFIED FINANCIAL PLANNER™ designation.
As a freshly minted college graduate, I thought I was well prepared to launch into adulthood. But there was one nagging issue that kept holding me back: a lack...