Bill retired as managing director of Alex. Brown and founding partner of WBO Partners after 53 years in the financial services industry.
During his career, Bill worked for prestigious firms like Legg Mason, Blyth Eastman Dillon and Co., EF Hutton, and Wheat First Butcher Singer. His goal has always been to provide his clients with investment advice designed to help them enjoy their personal and business lives. While striving to generate strong investment returns over market cycles, he placed a strong emphasis on sound judgement and risk management.
In his decades of experience he developed a passion for having an in depth understanding of his client’s needs, what they want to build, what their sensibilities are toward market risk and then structuring a plan to achieve those goals. Bill’s career has spanned several generations of clients where he witnessed significant life accomplishments for his clients including weddings, births, graduations, and career advancements.
In addition to his role as a Client Advisor, Bill held branch leadership roles with Hutton, Shearson Lehman, and Wheat First, where he received firm wide recognition for his support and dedication to his advisors and staff. Part of his legacy in our industry is the dozens of Client Advisors he hired, mentored, and supported, as they in turn helped their clients to achieve their financial goals and dreams.
Bill earned his bachelor's degree in engineering from Princeton University and completed multiple financial graduate courses at both American University and George Washington University. Bill is a U.S. Army Veteran.
For the past five decades, Bill has been actively committed to give back to his community and to the University that gave him an education. Bill serves on the Georgetown Trees Committee, and is a member of the Board of Trustees for the Friends of Rose Park. He is also an active member of the Columbia Country Club, Selby Botanical Gardens, TPC Prestancia and a past board member of the Princeton Club of Washington, DC.
Now that he is retired, Bill has more time to relax with his wife Jackie, and his family. You may even catch him over the summer months at Nationals Park rooting on the Nationals.