Bill is a Managing Director at Hirtle Callaghan & Co. and co-leads the Family Portfolio Management Group for the firm. As a Senior Portfolio Manager, Bill is an expert in investment planning, asset allocation and portfolio implementation. He focuses on tax-managed investment solutions and implements various wealth transfer strategies across client portfolios. Bill serves on the Investment Policy Committee, which is directly responsible for setting the firm’s asset allocation strategies and the selection of investment managers in client portfolios. Going into his 19th year at Hirtle Callaghan, Bill maintains long-standing relationships with his clients, while ensuring the delivery of a