Introduction
Bill Greeley is a portfolio associate for Nixon Peabody Trust Company, primarily focused on trading and portfolio management for the Private Clients group.
My focus
I leverage my trading and portfolio management experience to smoothly position clients for success in their accounts. This includes navigating markets relative to taxes, income, and liquidity needs while maintaining an investment portfolio.
Looking ahead
Looking ahead, I hope to help the firm and Trust Company to grow and introduce new opportunities to clients as the wealth management industry changes over the coming years.
Education
Syracuse University, Utica College, B.S., Business Administration and Management
Professional activities
- Boston Security Traders Association
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner / Practice Group Leader, Private Clients- Boston
- Office:+1 617.345.6157
- emoreno@nixonpeabody.com
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