Bill serves as an Assistant Portfolio Controller. Bill joined the firm in 2013. He is responsible for the firm’s day-to-day accounting operations to ensure accurate financial reporting and annual tax compliance for all internally managed, commercial operating assets. Bill manages some of the members of the portfolio accounting team that also oversee the evaluation of accounting and operational issues related to the acquisition and disposition of the Firm’s managed investments. Bill is also a member of the environmental subcommittee of the Firm’s ESG committee.
Prior to joining Davis, Bill’s career was mostly spent at a local, regional public accounting firm. There, he provided various tax compliance, tax advisory, assurance and other accounting services to a diverse client base.
Bill is a graduate of the University of Massachusetts with a Bachelor of Science in Accounting and a Master of Business Administration. He is a licensed CPA in Massachusetts.