Senior Wealth Advisor & Team Leader, Managing Director
Bill is a Senior Wealth Advisor and Team Leader at MAI, based out of the Cincinnati, Ohio office. He joined MAI in 2019 and is responsible for the development of wealth strategies and strategic financial plans for the firm's clients.
Prior to MAI, Bill was a Principal and Partner at the former John D. Dovich & Associates, joining the firm in 2010. Bill has been in the investment industry since 1997 and comes to MAI with years of experience helping high net worth individuals and families define and meet their goals and objectives.
Bill graduated cum laude from the University of Dayton with a double-major in Finance and Marketing and a double-minor in French and German.