Bill is the founder of Mundi Financial and brings his 25 plus years of experience to the firm. He started his career in asset management and wanted to start his own firm to be able to serve his clients more intimately. Bill has always been fascinated by the capital markets and he is a problem-solver at heart, so his role at the firm is the perfect blend of meeting with clients and following the markets. He specializes in asset management and financial planning for the mass affluent and seeks to eliminate the financial anxiety that he sees individuals have. Through his analytical processes and personalized approaches, he seeks to help his clients rest easy knowing that their financial futures are in good hands. His clients know that he’s trustworthy, smart, a good listener, and always there to answer their questions.
Bill graduated from SUNY New Paltz with a Bachelor of Science in Finance and holds his Chartered Financial Analyst designation, which is the highest distinction in the investment management profession. As a CFA charterholder, Bill has passed a series of exams that show his extensive knowledge in investment tools, asset valuation, and portfolio management. Bill has also studied the ethical and professional standards of being a CFA and stays current with the ever-changing dynamics of the professional investment practice. He currently holds Series 7, 63, 65 registrations and NYS Insurance License.
Bill was born and raised in Orange County, New York and still lives there today. In his free time, he enjoys golfing, racquetball, and spending time outdoors.