A member of the FundQuest team since 1996, Bill oversees the firm’s institutional sales efforts. In addition to calling on prospective clients to introduce FundQuest’s capabilities, Bill works with principles from FundQuest’s key institutional clients to introduce new programs and services developed by FundQuest that help them penetrate new markets and maximize fee-based income sources.

Bill has nearly 30 years of experience in the financial services industry. Before joining FundQuest, Bill spent eight years as Regional Director of The Private Bank for Bank of Boston. During his tenure he built and managed a team of specialists providing investment management, estate planning, personal lending, and mortgage banking services to high net worth individuals. Bill earned a Bachelor of Arts degree in political science from the University of New Hampshire.