Billy leads the firm curating total balance sheet strategies to create purpose and legacy impact to each client. Billy works closely with high net worth families, business owners, and corporate executives to develop and implement integrated strategies to manage their balance sheet wealth. Prior to joining MBL Advisors, Billy was a Private Client Advisor with US Trust, where he led a client-focused team of wealth management professionals providing wealth structuring, investment management, banking and credit services to high net worth clients, their families and businesses. Prior to US Trust, Billy practiced law as an attorney whose areas of emphasis included estate and tax planning for hi