The Alliance of M&A Advisors is proud to feature this list of experts of all types:
As a director for BNY Mellon Wealth Management, Bill is responsible for new business development in the New England region. He works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals. Bill has eighteen years of investment experience, most recently as a financial advisor with Bernstein Global Wealth Management. Prior to Bernstein, he was a managing director at Provident Corporate Finance focused on middle market mergers and acquisitions. Bill received a bachelor of arts degree from the College of the Holy Cross, as well as a masters in business administration from the Boston College Carroll School of Management with a concentration in finance and strategy. He is also a CFP® professional and a Board member of the New England chapter of the Alliance of Merger & Acquisition Advisors (AM&AA). Bill lives in Newton, MA with his wife and two daughters, where he is a Board member at Family Access of Newton.