Bill develops and leads TradePMR’s client growth platform: Advisor Evolution Sciences. 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 focused on providing strategies and solutions to support the sustainable growth of wealth management firms. Bill has more than 30 years of experience as well as Series 7, 9, 10, and 65 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 along 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
² 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
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