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As an analyst, William works with individuals, their families, and his wealth team to deliver comprehensive financial planning advice. He manages risks in consideration of tax efficiency and long-term investment horizons to bring about successful outcomes for clients and their families. William graduated from Miami University’s Farmer School of Business with a major in finance. Prior to joining RegentAtlantic, he was an investment advisor at PNC Bank Wealth Management, where he delivered investment advice aligning client portfolios with their financial objectives.
William enjoys playing chess, and recently relocated with his wife, Marcella, to East Orange from Philadelphia.