Bill joined the firm in 2002, became a shareholder in 2008, and was named president in 2013, after serving in leadership roles in both the sales and employee benefits departments.

Prior to joining Rue Insurance, Bill was an analyst in the investment banking group of Merrill Lynch where he was responsible for valuation analysis and merger and acquisition advisory services for Fortune 500 industrial companies. He also served as head of analyst recruiting where he coordinated the hiring of employees worldwide.

Bill has an MBA from the Wharton School of the University of Pennsylvania and degrees in economics and political science from Duke University. He is a licensed property, casualty, life, and health insurance producer in multiple states and has earned the chartered property casualty underwriter (CPCU) and associate in risk management (ARM) designations.

Outside of work, Bill serves as a member of the board of directors of Lakeview Child Center, the Princeton Regional Chamber of Commerce, and the Princeton Family YMCA (treasurer). He is also the past treasurer of the Mercer Alliance to End Homelessness and the past chairman of the Robert Wood Johnson University Hospital at Hamilton’s Young Professionals Group.