Director of Investment Research / Senior Portfolio Manager
Bill, a CERTIFIED FINANCIAL PLANNER™ practitioner, joined the firm in 2012 as Director of Investment Research and a member of the firm’s investment committee. He also consults with other advisors regarding planning issues and holds the FINRA Series 65 license.
Bill received a BA degree from Emory University and a Juris Doctorate from the University of Georgia, and practiced law in Atlanta for over 25 years, including thirteen as a partner with the firm of Lamberth, Bonapfel, Cifelli, Willson and Stokes, P.A. He practiced in the areas of bankruptcy and commercial law.
Bill is married to Susan and they have three children and four grandchildren. He is an avid hiker, having thru-hiked the Appalachian Trail from Georgia to Maine in 2000. Bill is also active at his church, St. Luke’s Episcopal.