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Bill is a Certified Investment Management Analyst with nearly two decades of investment experience. He uses his knowledge and experience to advise high net worth families in managing their financial, tangible and business assets within the context of an integrated strategic wealth management framework. Bill’s expertise centers around a client-focused portfolio construction process as part of a holistic private wealth plan. He is dedicated to using his knowledge and experience for the benefit of Millennium’s clients in developing these custom-crafted investment strategies.For the last nineteen years, Bill held positions of increasing responsibility with major Wall Street investment firms. Most recently, he was Vice President at UBS Wealth Management in Philadelphia, Pennsylvania, where he counseled senior-level corporate executives and successful entrepreneurs on a variety of private wealth management matters.Bill received a Bachelor of Science degree at the University of The Sciences in Philadelphia and holds a Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business considered to be the premiere certification in the investment sector. Bill is an active member in several non-profit organizations including the Irish Business Chamber in America and The Association of Independent Colleges and Universities of Pennsylvania. He is also a member of the Board of Directors of The Linda Creed Breast Cancer Foundation. | 