Senior Managing Director, Wealth Advisor
- (212) 697-3462
Bill has over 50 years of experience in the wealth management industry. Before joining YorkBridge Wealth Partners, he served as Managing Director for Lebenthal Wealth Advisors. Prior to that, he was a Financial Advisor and Director in the Wealth Management Division of Morgan Stanley and each of its predecessor firms. He began his career at Carter, Berlind and Weill in 1968.
Bill has written and lectured extensively about investing. He is active with many philanthropies including serving as a long-time board member of the Crohn Foundation. He is a graduate of the University of Pennsylvania.