Bill has been a managing partner at Clear Path Private Wealth (formerly Amatuzzo Magnani Private Wealth Management) since 2002. Prior to that, he spent two decades in investment banking on Wall Street, where he held roles including vice president at Salomon Brothers and senior vice president at Donaldson, Lufkin & Jenrette.
At Clear Path, Bill specializes in advising clients on investment management, retirement planning, asset protection and tax and estate planning. He has a proven track record of providing personalized, high-quality service and enjoys helping clients achieve the full and rich lives they’ve earned.
A CERTIFIED FINANCIAL PLANNER™ professional, Bill holds a BBA in accounting and an MBA in finance from Pace University. His interests include golf and travel and he’s an avid sports fan. Bill lives in Daniel Island, South Carolina with his wife of almost 40 years, Karen. Their daughter Allison and son-in-law Matthew live nearby in Hanahan, South Carolina; their daughter Carly resides in Charlotte, North Carolina.
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Form CRS: Client Relationship Summary
