"It continues to be a pleasure to work with our clients and their professionals. I enjoy bringing over 40 years of perspective to the discussion and resolution of financial and investment issues."
Bill co-founded Avalon with partners Dave Rahn and Clara Basile in 1992. Bill’s roll includes comprehensive financial planning, portfolio management and counseling, compliance, and the evaluation and implementation of new software. He is a member of the investment strategy team along with Clara and Dave.
Prior to co-founding Avalon, he was a Vice President at Bailard, Biehl and Kaiser, where he managed their international bond fund and was responsible for domestic and international bonds and foreign currency. He also served as head of research for the financial planning group, where he provided planning and counseling for hundreds of individuals and families.
Bill has a B.A. in philosophy from Stanford University and a J.D. from the University of Santa Clara Law School. Bill received his C.F.A. in 1986.