Bill leads day-to-day management of the operations and financial teams. Bill oversees the Firm’s platform to ensure proper financial controls and necessary reporting functions.

Bill is a member of the Firm’s executive team. He is responsible for the strategy and execution of the Firm’s operations including financial reporting, vendor management, and the oversight of operations-related projects.

Prior to MissionOG, Bill was Chief Financial Officer of MainLine Investment Partners, LLC, a family of companies providing investment advice and portfolio management services to individuals, businesses, and institutions, where he oversaw corporate and fund financial reporting as well as regulatory and tax filings. He previously worked at Intertrust Group, LLC, Graham Partners, Inc, and PwC.

Bill earned his Bachelor of Science in Accounting from Widener University and holds the Certified Public Accountant designation.