Chief Financial Officer
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Bill is responsible for finance & accounting, coordination of financial audits, advisor compensation, budgeting, and financial regulatory reporting.
Bill has spent the majority of his career in financial services. Most recently, he was a director of finance at New Ventures for McKinsey & Company. Prior to McKinsey, Mr. McCauley was the chief financial officer for Transamerica Financial Advisors, a dually registered RIA and broker-dealer based in St. Petersburg, FL. Before that, he was the CFO of MassMutual’s Retail and Wholesale Broker Dealers and a director of finance at John Hancock.
B.S., Bentley University
MBA, Babson College