At Capstone Investment, Bill works in the Client Services division and works closely with our clients and advisors to meet time-sensitive obligations and provide support across all aspects of the advisor/client relationship and business operations.
Before joining Capstone, Bill received his undergraduate degree in engineering from the New Jersey Institute of Technology. He worked in the remote visual and ultrasonic testing field as a technical sales engineer. Bill received his MBA in 2005 from the University of Colorado at Colorado Springs with an emphasis in finance.
Leaning on his acute sense of detail from his engineering background, his excellent relationship management skills from his client service roles, and his financial savvy, he provides the oil that makes Capstone run so smoothly.
Bill is a past Treasurer of the Southern Colorado Financial Planning Association and has an interest in Special Needs Planning.
Outside of Capstone, Bill is happily married to his wife Nina, and they have had the privilege of calling Colorado Springs home since 1994.
He is a proud father of four kids which keep himself and Nina about as busy as you can imagine. When he has the time, he enjoys fishing, skiing, and camping with his family. Also, for all the avid hockey lovers out there, keep an eye out for Bill and his kids cheering on the Colorado College’s Tigers.
With his wealth of experience in the financial services industry and family life, Bill brings a tangible value to the team and an intangible value that represents Capstone.