Sr. Wealth Advisor
Bill founded Sigma Investment Management Company in Portland, Oregon in 1992. As Client Advisor, Bill manages client portfolios and assists clients in meeting their wealth management objectives. Prior to founding Sigma, Bill directed research for a venture capital investment banking firm. He started his career as a corporate and securities attorney with Stoel Rives LLP, a large Portland-based law firm. Bill received undergraduate and graduate degrees in economics from Stanford University and a law degree from Harvard Law School. He is a CERTIFIED FINANCIAL PLANNERTM and a CFA.