William advises families and individuals on financial planning, tax planning and investment management. He co-chairs the Firm’s Financial Planning Committee where he’s responsible for apprising the Firm on best practices in the areas of tax and estate, among other financial planning areas.
William graduated from Yale University with a degree in Ecology and Evolutionary Biology. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019. Prior to joining RegentAtlantic, he was a production assistant at NFL Films and worked on projects such as Hard Knocks and Inside the NFL. He also spent a season playing professional football in Paris, where he coached and mentored youth football teams. He enjoys traveling, learning languages, reading, volunteering, and investing.