Overview
As a Senior Trader, William leads trading operations at Aprio Wealth Management. He collaborates closely with portfolio managers, technology partners, and internal investment, advisory and compliance teams to deliver high-performance trading solutions aligned with strategic goals. His specialties include largescale model trading, risk-controlled execution, and managing operational efficiency within growing wealth management platforms.
Experience
Prior to joining Aprio, William held the role of Senior Trader at Prime Capital Financial, where he led firmwide trading operations supporting significant AUM growth. He oversaw multi-custodian trade execution, managed and mentored trading staff, executed largescale model rebalances, and played a central role in integrating accounts from numerous mergers and acquisitions. He has also held roles in trading coordination, equity research, and personal tax services.
Education & Affiliations
William earned a B.S.B.A. in Finance with an accounting minor from the University of Arkansas and holds a Series 65 license.