Bill is an experienced wealth advisor and leader in the HB Wealth Family Office division who works with ultra-high net-worth families to help them navigate the markets and manage their financial lives.
Prior to joining HB Wealth in 2009, Bill served most recently as leader of the Terwilliger Family Office and as the first President of the Atlanta Dream WNBA sports franchise. Bill brings a wide range of expertise to the firm, ranging from family office management and investment management to executive advisory services and professional services management. He started his professional services career as a manager at McKinsey & Company’s Atlanta office before co-founding The DaVinci Group, a strategy and marketing consulting firm based in Atlanta that eventually became TopRight. During his consulting career, Bill was also responsible for leading the consulting effort for a number of metro Atlanta initiatives to improve the quality of life and economic growth including the creation of the Atlanta BeltLine, the Metro Atlanta Transportation Initiative, and the Mayor’s Affordable Workforce Housing Task Force.
Bill received his M.B.A. with distinction from the Harvard Business School and graduated summa cum laude from the University of Alabama with a B.S. in marketing where he received the Outstanding Senior Award for the University. Bill is a CERTIFIED FINANCIAL PLANNER™ professional. He was chosen as one of the Atlanta Business Chronicle’s Top 40 Under 40 in 2008. In addition to appearances on CNBC and local Atlanta television stations, he has been featured in articles in Barron’s, The New York Times, Atlanta Business Chronicle, Atlanta Journal Constitution, and Georgia Trend.
An active member of the community, Bill has previously served on the Board of Directors for the Piedmont Park Conservancy, Ansley Park Civic Association, Museum of Contemporary Art of Georgia, Mount Paran Christian School, Metro Atlanta Chamber of Commerce, Atlanta Neighborhood Development Partnership, and the Community Advisory Board for Children’s Healthcare of Atlanta. He is an active supporter of the Atlanta Botanical Garden and High Museum of Art. Bill is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals.
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