We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
William Clements, JD
Easy: 1) the birth days of my children: Matt, a Principal at Parallel Advisors, and Ashley, www.ashleyclements.net; 2) moving in next door to Sharman, summer of 8th grade
Gandy Dancer; Chicago, Milwaukee, St. Paul and Pacific Railroad, summer between graduation from UW and entering Law School at UC Berkeley http://en.wikipedia.org/wiki/Gandy_dancer
Creating peace of mind for clients. Hard to beat getting to enjoy your success stress free.
Visiting Japan, Hong Kong, Singapore and ashrams in India with Diana Ross
Lead Vocalist: "With or Without You" Tropicana Hotel, San Jose del Cabo. Duet: with Dalene Jones "With A Little Help From My Friends" Club Cascades de Baja, Cabo San Lucas
About Bill
- Objective: Bill's goal is to be part of a fiduciary-based culture with the highest ethics and the ability to serve clients with a comprehensive wealth management solution.
- Snapshot: Bill has 30+ years of senior financial services experience and specializes in wealth planning and investment management for families, foundations, and retirement plans.
Experience
- Director, Barclays Wealth and Investment Management, San Francisco, CA
- Principal, Bernstein Global Wealth Management, San Francisco, CA
- Co-Founder, Chairman & CEO, Acueity, medical device firm dedicated to the early detection and treatment of breast cancer
- Senior Management Positions, Babcock & Brown, GE Capital Corporation, Comdisco, Inc.
Education
- University of California, Berkeley, School of Law, JD
- University of Washington, BA, Economics
Affiliations & Boards
- Member, Board of Directors, Community Venture Partners
