Bill is a Senior Wealth Advisor and Team Leader at MAI, based out of the Cincinnati, Ohio office. He joined MAI in 2019 and is responsible for the development of wealth strategies and strategic financial plans for the firm's clients.
Current role
Senior Wealth Advisor & Team Leader, Managing Director at MAI Capital Management
Senior Wealth Advisor, Team Leader & Managing Director at MAI Capital Management
Senior Wealth Advisor, Team Leader & Managing Director at MAI Capital Management
Senior Wealth Advisor, Team Leader & Managing Director at MAI Capital Management
Senior Wealth Advisor, Team Leader & Managing Director at MAI Capital Management