William C. Walser, CFA
Co-Head – Private Client Group, Managing Director
Bill joined SCS Financial Services at its formation in 2002. He has over 26 years of experience in the investment business. As the Co-director of the Private Client Group, Bill is responsible for the direction of the private client group and leads one of the client service teams. Bill works with families to develop customized investment strategies that meet their needs, integrates those investment strategies within the family’s broader wealth management architecture, and identifies wealth management planning opportunities for clients. Prior to joining SCS, Bill was a Vice President with Scudder, Stevens & Clark. Bill is a member of the CFA Institute and CFA Society Boston. Bill received a B.S. in Business Administration from Bryant College.
