Bill is a member of the investment team and focuses on monitoring Sage’s current offerings, staying abreast of all economic and market conditions, and performing detailed research on new investment opportunities and strategies. He also helps with the implementation of Sage’s strategy and the development of internal and external communications.
Before joining sage, Bill worked at Reliance Insurance as an Investment Analyst and Janney Montgomery Scott, LLC, as an Associate. Bill graduated from Temple University with a B.B.A. in Finance. He is a holder of the Chartered Financial Analyst designation. He currently lives in Haddonfield, New Jersey, and enjoys golf, the beach, and spending time with friends and family. Bill also volunteers for Habitat for Humanity.
What do you love most about being part of Sage?
I love the rare combination of a fast-paced team environment and a deep desire to satisfy our clients through trust and transparency. Sage’s principles are unique in the industry and help set this firm apart.
How should people think about their wealth or investing?
It is hard to separate facts from feelings, especially when it comes to personal finance and investing. That is why a long-term, strategic approach, which helps maintain a healthy relationship between facts and feelings, is the best way to achieve your personal financial goals.