In 2013, Bill became the founding member of 46 and 2 Investment Advisors.
Bill has dedicated the past 20 years serving clients as an investment advisor. He first earned his undergraduate degree in Business Administration from the State University of New York at Buffalo and his MBA from Wayne State University in Detroit, MI.
Bill began his career with The Ayco Company, LP, a Goldman Sachs company. At Ayco he provided wealth management services to corporate executives and officers of Fortune 500 companies. In 2003 he joined Plante Moran Financial Advisors in Traverse City, MI where he served as a Relationship Manager providing wealth management and investment consulting services to high net worth individuals, corporate retirement plans and foundations/endowments.
Bill has earned both his CFP® (Certified Financial Planner), and his CIMA® (Certified Investment Management Analyst) designations.