Chief Executive Officer
Bill Giffin can’t get enough of life. “I enjoy many things,” he says. He has played hockey, football, ran marathons, competed in the Ironman, scuba and sky dived, and sailed at least five of the seven seas. He would snowboard and surf every day with his family if he could.
Bill understands that wanting to do everything, and actually doing it, takes a discipline of purpose and planning. A life well lived is a life well planned. Bill brings this discipline to bear on every aspect of his leadership – serving as CEO, chairing the Leadership Team and the Investment Team, and serving on the Board of Directors. “Investment planning can simplify your life and free you to do the things that capture your heart,” Bill says. Bill is especially passionate about helping generations of families realize their goals and dreams. He recalls a moment early in his career when he sat at a kitchen table listening to a family share their hopes. “It hit me how important it is—what we do—for families.”
Bill has over 30 years of experience in the financial services industry. He began his career at John Nuveen & Company, and then spent significant time at Morgan Stanley and Graystone Wealth Management. Most recently he was managing director of U.S. Trust Company where he led several groups working on behalf of a variety of clients, including high net worth families, family offices, endowments, and foundations.
Bill graduated from Albion College where he earned a BA in economics. He held the Certified Investment Management Analyst Certification from the Wharton School of Business. He is a member of YPO (Young Presidents’ Organization), the premier leadership organization of chief executives, and serves on the board of Outreach Community Ministries. “One of our firm’s core missions is to affect positive change in the communities in which we work and serve,” Bill says. "Serving on these boards allows me to do just that alongside organizations with track records of success.” Bill enjoys family time with his wife, a realtor, and his three children.
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