Bill Altavilla

Principal/Financial Advisor

Bill Altavilla is a Financial Advisor at CAPTRUST, a position they have held since 2021. With over 30 years of experience in the financial services industry, they previously worked as a partner at Pacific Investment Consultants, where they focused on wealth management and advising endowments and foundations. Bill's past roles include serving as executive vice president and corporate controller at Lexington Capital Management and as managing partner at Green Oak Consulting Group. They earned a Bachelor of Arts degree in business economics from the University of California at Santa Barbara and a Master of Business Administration from National University, along with completing coursework for Certified Financial Planning. Bill is also active in the community, serving on the board of the Sacramento Society for the Prevention of Cruelty to Animals and receiving the Don Poole Award for contributions to local philanthropy.

Location

Sacramento, United States

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