Bill is a Managing Director and co-founder of the CS Wealth Management Group, a team within Capitol Securities Management, Inc., and specializes in developing financial plans and investment strategies that fit each client’s unique goals.
WHAT ATTRACTED YOU TO CAPITOL SECURITIES MANAGEMENT?
My background is actually in Mechanical Engineering, so I spent the first few years of my career working for Westinghouse. But, I’ve always been interested in Wall Street and how it operates. I realized that a career in financial services would be better suited to my entrepreneurial personality, and I haven’t looked back since. I joined Greg and his team at Washington Investment which was sold to Capitol Securities Management in 1999, and we’ve been with the firm ever since.
HOW DID YOUR CLIENTS REACT WHEN THEY LEARNED YOU WERE JOINING CAPITOL SECURITIES MANAGEMENT?
Especially since the financial debacle of 2008-2009, clients understand that the size of a company has no correlation to safety. Big Wall Street firms are not safer than small, mid-size firms. In the end, clients are hiring their advisor, more than a firm.
THE CAPITOL SECURITIES MISSION IS SIMPLE: TO SUPPORT ADVISORS WITH THE FREEDOM AND FLEXIBILITY TO SERVE EACH CLIENT’S VERY BEST INTERESTS. TELL US HOW THIS APPLIES TO YOU.
Talk to any advisor in the firm, and you will hear the same word again and again—freedom. We not only have the freedom to run our business as we see fit within the confines of our industry’s regulations, but we also have time freedom. I’m a single father with three kids, and Capitol Securities is flexible regarding my situation; I decide where and when I want to work.
WHAT DO YOU LIKE BEST ABOUT THE CAPITOL SECURITIES CULTURE?
I heard that Google has a really great benchmark they use when hiring team members. They ask: “Can I spend eight hours stranded in an airport with this person?” Capitol Securities uses a similar approach. Not only do I know more than half of the advisors in the firm by first name, I know about their kids. Capitol Securities hires likeable people, and I rarely hear of personality conflicts as a result. It’s a collaborative environment; advisors talk to each other and help each other. I can call anyone in this firm and ask for their expertise.
WHAT ADVICE WOULD YOU GIVE A FINANCIAL ADVISOR CONSIDERING A CAREER WITH CAPITOL SECURITIES?
This is not a firm for the ultra-aggressive, nor is it appropriate for those who like to be told what to do or what to sell. It is a moderate, collaborative, family atmosphere. There is no arrogance here.
WHAT ARE YOU READING?
I’m an avid reader of financial publications, but I also enjoy the occasional Tom Clancy novel.
WHERE WOULD YOU LIKE TO TRAVEL NEXT?
I love to travel, and in the past two years I’ve been to Rio, Jamaica, St. Thomas, Cancun, Vail and Ireland. I try to schedule at least two trips per year. What’s next on my list? Maybe Italy or Scotland.