William specializes in investment analysis, client coverage, and research. Prior to joining UBS in 2011, William worked as a Senior Investment Associate at Merrill Lynch for seven years and at private equity firm, Trautman Wasserman & Co. He is a Certified Financial Planner™ (CFP®) professional.
William graduated from St. John's University and received an M.B.A. from Fordham University. He is a member of the New York Athletic Club and mentors inner city students through iMentor. He lives in Manhattan with his wife, Lindsey, and enjoys traveling and competitive squash.
Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA