Experience 34 Years
Bill is a partner and co-president of the firm with responsibility for its overall business operations, including finance, compliance, information technology, operations, human resources, and administration functions. He sits on various committees at GW&K including its Executive, Management, Investment, Brokerage, and Cybersecurity Committees.
Bill joined GW&K in 1994 as a vice president and director of operations. In 2006, he was appointed co-president of the firm responsible for establishing GW&K’s strategic plan and managing the firm’s overall business operations. Prior to joining GW&K, he was director of finance and operations at Felton, Berlin; an insurance brokerage firm in the Boston area.
Bill received his BA in Political Science from Denison University.
Bill is an active member of Business Executives for National Security (BENS), a non-profit organization comprised of business executives who work to help the U.S. national security community address their most pressing challenges. Bill serves on the Board of Governors of the Investment Adviser Association (IAA), and formerly, he served as the treasurer and vice chairman of the Board of Trustees at the Salisbury School in Connecticut.
Our culture is special and is the key to our success. Attitude is crucial. Everyone from the leadership of the firm to new employees is treated as an equal with the utmost professionalism. With respect, trust, and support our employees have the ingredients to thrive. That has been GW&K’s secret sauce for nearly five decades.