As an Investment Advisor Representative, Bill is intimately involved in the firm’s investment process, including day-to-day portfolio management responsibilities, ongoing account oversight, investment research, and operational analytics. In addition, Bill plays an active role in managing client relationships.
Bill brings over a decade of professional experience to his role at Q Capital Solutions. Prior to joining the firm, he worked in the pharmaceutical industry where he quickly earned roles of increasing responsibility at publicly traded companies. Commercial focused experience includes forecasting, analytics, sales, marketing, and team leadership. Bill’s talent for synthesizing and communicating complex ideas makes him an invaluable member of the firm’s investment team.
Bill earned his undergraduate degree in Pre-Med at Gettysburg College where he met his wife, Libby. Bill and Libby live in PA with their daughters, Ellie and Margot.
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