Bill is Chief Investment Officer at Valley National Financial Advisors. He joined the team with more than 30 years of experience, including 26 years at BlackRock.
Bill leads the firm’s Investment Department, chairs the internal Investment Committee, and directs all investment research efforts. In this role, he provides investment analysis and assists VNFA’s advisory teams with portfolio strategy and asset allocation direction. He meets frequently with representatives from global asset managers to discuss their views about the economy and financial markets, and he lends his own current market observations in VNFA’s The Weekly Commentary e-mail newsletter.
“My passion in the investment world is superior portfolio management,” he says. “I strive to connect with clients without using complex theorems or jargon, while achieving performance results with given risk parameters.”
Bill is a native of Pennsylvania, and received his undergraduate and graduate degrees from Penn State University in the areas of Finance and Investments.
In his time outside of work, Bill is a dedicated volunteer for several philanthropic organizations. He has served as a mentor for military veterans with American Corporate Partners (ACP), and long-time board member and volunteer for The Boys Scouts of America.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers, Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.