Bill leads the investment team for the family office associated with the family and founder of CNL Financial Group. His start in the asset management business was as President and Chief Operating Officer of Vantage Consulting Group, a Virginia-based investment consulting firm providing investment strategy development, asset allocation, manager search and selection, strategy implementation and full reporting to a range of institutional investors. Most recently Bill was a Managing Director at Morgan Creek where he was part of the OCIO team and responsible for investor solutions and service with a primary focus on the institutional sector. He was instrumental in securing the first public fund investments in early stage venture opportunities in blockchain technology and digital assets. Bill has also held senior positions with a number of hedge funds and traditional asset management firms. Additionally, he currently serves as the independent, elected Trustee of the Winter Park (FL) Police Pension Board, a member of the finance and investment committees for the Orlando Museum of Art and is a former member of the investment committee for the Juvenile Diabetes Research Foundation, International.