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Bill Frisco

William E. Frisco, Portfolio Management Director and Certified Financial Planner, is a Senior Vice President of one of the world’s largest global asset management firms.  He has more than 20 years of experience managing growth and retirement portfolios for individuals, trusts, corporations, and foundations and is a retirement consultant for 401(k)s and other corporate retirement plans.  Mr. Frisco is a member of the American Institute of Certified Public Accountants and the Financial Planning Association.  He holds a B.A. in economics from Duke University and an M.B.A. from Tulane University. He has received numerous Wealth Advisor recognition awards including in 2009 Barron’s, 2014 The Financial Times, 2012 – 2019 Texas Monthly, and 2020 Forbes Magazine.

Courses Currently Teaching

Nov 01

Financial Planning for Retirees

Bill Frisco