As a Portfolio Manager, he handles all aspects of investment portfolio management and client relationships. He offers advice to a diverse group of clients including foundations, professionals in academia, the medical and cultural fields, divorcees, and large family groups. He combines his passion for the arts with specialized planning and advice to collectors.
Prior to joining Carnegie, William worked at several investment advisors in Cleveland, Ohio. He also spent fifteen years with Progressive Insurance, specializing in financial institution crime and liability insurance. William received his bachelor’s as well as Master’s in Finance from Kent State University. He held the distinction of being the youngest graduate of both programs for several years. Additionally, he held the Wall Street Journal Award for the highest GPA in finance.
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