Bill plays a key role in the area of alternative investment strategies.

Before joining Heritage, Bill worked at Spider Management, where he was part of an investment team managing university endowment portfolios, along with other non-profit endowments and foundations. His previous experience also includes roles at Summer Hill Capital Partners and Fifth Third Bank.

Bill earned his B.S. in Finance from Miami University. He is a Chartered Financial Analyst (CFA®).

He is an active member and volunteer with Hope Church in Richmond. Bill lives in Virginia with his wife, son, and Labrador retriever. He enjoys reading, golfing, and cheering on Ohio State and Cleveland sports teams.