In his role as Chief Executive Officer at Apex Clearing, Bill sets the vision and strategy to help Apex identify and realize new areas of growth and opportunity. Under his guidance, Apex continues to be a proven leader in custody and clearing, helping to power the digital revolution in financial services. Prior to his role as CEO of Apex, Bill previously worked at Convergex Group where he was Chief of Staff and a member of the firm’s Executive Committee. As Chief of Staff, he managed critical internal and external initiatives for the company and was responsible for the firm’s options, prime services, global clearing and commission sharing arrangement (CSA) businesses. Bill also served as Director at Pershing LLC, responsible for their institutional product suite and directed their global re-engineering efforts firm-wide.
Bill is a current board member of TraderTools, a privately held trading technology solutions company, as well as an advisory board member of RobustWealth, a digital wealth management platform technology provider. Bill previously sat on the board of Convergex, and currently serves as Chairman of the board for Apex Clearing Corporation.