Recognized as one of Kiplinger’s real Wizards of Wall Street, Bill brings more than 38 years of investment expertise to Alpha Omega. He is a former Managing Director and Investment Policy Committee Member of a regional investment firm and is experienced in trust administration and managing both financial and real estate assets. Over the course of his career Bill has focused on understanding the needs of his clients and structuring investment strategies to meet those needs.

Bill is a graduate of Campbell University and earned his Masters of Business Administration from the University of Richmond’s Robins School of Management. More recently he received his Certificate of Trust from the Southeastern Trust School. He is a past Scoutmaster from Troop 702, an avid golfer, and he enjoys spending a little downtime on his boat with his wife Rosemary and their dog Moose. Bill and Rosemary have three adult children, of whom they are quite proud, and two grandchildren whom they spoil endlessly.