Vice President, Investments
William has been in the financial industry since 1980 and became a stockbroker in 1983. He was born and raised in San Francisco, attending Saint Gabriel’s Grammar School, Saint Ignatius College Prep High School, and Saint Mary’s College in Moraga, where he received a BA in English in 1977. William played 3 years of varsity tennis in college, as well as serving as sports editor for the school newspaper for a year and a senior on the school’s board of directors. William has a great relationship with his clients and feels they are impressed by his preparation, knowledge and integrity. He specializes in equities, retirement accounts and bonds. William is happy to serve a client in any way he can.