As Chief Executive Officer and co-founder of Capital Wealth Advisors and Vice Chairman & Partner of Fundamental Global, our affiliated investment manager. Bill’s career has spanned more than 20 years. Throughout that time, Bill has worked with many of the nation’s largest families. Bill leads a team of over 30 professionals focused on assisting families with their asset management & estate planning. Prior to founding CWA, Bill served as Partner of First Financial Resources in Naples, FL, and Director of Estate Planning at Creative Asset Services in Pittsburgh, PA. Bill is a mentor and Selection Board member for the Take Stock in Children Program of the Champions for Learning Foundation, an Elder at Vanderbilt Presbyterian Church, a member of the advisory board for the Holocaust Museum of Southwest Florida, and a committee member for the Red Sox Foundation; Massachusetts General Hospital Home Base Program.