Bill specializes in providing investment advisory services to corporate executives, entrepreneurs and high-net-worth individuals. With over 30 years of experience as a financial services professional, he has considerable expertise in financial planning, and served as a mutual fund industry executive for more than 10 years before founding his own practice in 1997.

Bill holds a bachelor’s degree in business administration from Bucknell University.

Born and raised in Summit, New Jersey, Bill now lives in Mendham with his wife, Laurie. In his free time, he enjoys golf, tennis, platform tennis, music, photography and spending time at home with his wife and their two cats. In 2010, the Burkes hosted a Rotary exchange student from Spain, an engineering student at the University of Girona, who is now like a son to them.