Bill develops and leads Advisor Evolution Sciences, TradePMR’s client growth platform. As Chief Client Growth Officer, Bill is focused on delivering insights, services, and solutions to help future-focused RIA firms achieve sustainable growth.
Before joining the TradePMR leadership team, Bill held leadership positions across the financial services industry. Most recently, Bill founded a consultancy firm focused on providing strategies and solutions to support the sustainable growth of wealth management firms. Bill has more than 30 years of industry experience, and holds his Series 7, 9, 10, and 63 securities licenses. Bill earned an MBA from Olin Business School at Washington University in St. Louis and is a graduate of the SIFMA Securities Industry Institute at The Wharton School of the University of Pennsylvania.
Formerly a nationally ranked age-group triathlete for more than a decade, Bill developed an extensive background in fitness, wellness, nutrition, human performance, and the mind-body connection. He remains a part of the endurance community, competing across North America with his wife Kathy, daughter Grace, and son Will.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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