Bill is a Partner of Fundamental Global Investors and President, CEO & Co-Founder of Capital Wealth Advisors, our affiliated family office and wealth advisor. Bill is dedicated to building client relationships marked by communication, commitment and a keen ability to clarify complex decisions.
Bill’s career has spanned more than 20 years. Throughout that time, Bill has worked with many of the nation’s largest families. Bill leads a team of over 30 professionals focused on assisting families with their asset management & estate planning.
Prior to founding CWA, Bill served as Partner of First Financial Resources in Naples, FL, and Director of Estate Planning at Creative Asset Services in Pittsburgh, PA.