President of TAG Group
Bill started his career on the floor of the New York Stock Exchange and has held a variety of positions from specialist clerk to CEO of an independent broker dealer. He has worked for large Fortune 500 wirehouses (Drexel Burnham Lambert, Smith Barney), a large pension consulting firm (Clifford Russell an affiliate of the Frank Russell Company), a captive insurance company with over 5,000 reps (AXA/Equitable), a wholesale insurance company (Hartford Life), an independent broker dealer (Advisory Group Equity Services, Ltd) and his own financial services firm. Currently, Bill serves as the Chairman and President of TAG Group, Inc. a diversified financial services company owning a broker dealer, a Registered Investment Advisor and an insurance GA. He also serves on a number of volunteer boards and vestries.