William manages high-net-worth private client relationships and specializes in both portfolio management and wealth transfer / estate planning. William has extensive experience advising multi-generation families, as well as private business owners and high-net-worth families and individuals.
Prior to joining GSB Wealth Management, William was a Managing Director at Lebenthal Asset Management, where he developed, advised and served client relationships. Prior to that, William served as Vice President and Portfolio Manager at BNY Mellon Wealth Management. Before joining BNY Mellon, William was with Deutsche Bank Private Wealth Management and advised domestic and international private clients.