Bill is a Financial Advisor at CP Capital Management, a financial advisory firm, where he works with one client at a time to create sustainable financial plans that deliver successful retirement goals. He works with clients from Verizon, National Grid, Regeneron, General Electric, Momentive as well as state and local employees to better understand what current retirement plan options they are able to take advantage of. Most recently, he spent three years as a financial advisor at Key Investment Services, responsible for handling all aspects of the clients’ financial wellness needs. Bill was the Founder of New Crossroads Asia, a boutique financial advisory and consulting firm that brings exclusive and curated direct investment and co-investment opportunities to accredited equity and debt investors.
EARLY CAREER AND EXPERTISE
Bill started his career at the Federal Reserve Bank of New York where he was a capital markets Bank examiner for the firm.
He continued his career in institutional finance with known firms such as Bloomberg, Reuters, Cantor Fitzgerald.
Most notably, he worked as VP of Electronic Trading and Portfolio Analytics at Lehman Brothers in both Hong Kong and Singapore.
He spent a majority of his time working with institutional investors such as Franklin Templeton, American Funds and Fidelity delivering automated trading and portfolio analytic solutions to them.
At NCRA, he led the firm in covering the developments taking place in the economic and business arenas so that interested foreign and domestic market participants can get a true picture of policies and trends.
MEDIA
Bill has appeared as a guest on Real Vision.