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Bill started in the investments industry in 1992 and joined Homestead Funds in 2022. He brings many years of experience managing client relationships from his prior roles at Windham Capital Management, Wellesley Asset Management, Charles Schwab, Fidelity Investments and Lehman Brothers. In addition to his relationship duties, Bill has made contributions in the areas of sales, marketing, product development and thought leadership. He has FINRA securities licenses Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam).

Bill holds a BA in business administration – finance from Hillsdale College and is currently studying for his CFP® designation. He is the father of two and resides in the Boston area.