Bill brings over 25 years of experience serving high-net-worth clients to his role as Senior Portfolio Manager.
Currently, as a Senior Portfolio Manager, Bill maintains a hands-on approach with his clients. He is dedicated to understanding the goals, needs and risk tolerance of each individual which enables him to create a portfolio that allows them to meet their goals and maintain the lifestyle they desire. Bill is available for face-to-face meetings and calls to discuss specific investment strategies and goals.
Prior to joining First American Trust in 2011, Bill worked at Union Bank for 14 years in banking and wealth management and served as a securities broker and retirement planning consultant. His experience in banking and brokerage includes a wealth of knowledge in retirement planning and trust services.
Bill earned a Bachelor's degree in Finance and a Master's degree in Economics from California State University, Fullerton. He holds a CERTIFIED FINANCIAL PLANNER™ certification.