Menu

William J. SchultzSenior Vice President, Financial Advisor

  • 60 West Broad Street, Suite 300
    Bethlehem, PA 18018

Bill joined CAPTRUST from McQueen, Ball & Associates in 2019. He serves as a senior vice president and financial advisor responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions. 

Prior to CAPTRUST, Bill was a senior advisor and managing director of McQueen, Ball & Associates, where he was charged with working directly with clients in all areas of wealth management. Before joining McQueen, Ball & Associates in 2001, he served as chief investment officer for fixed income at Carroll & Company Management. 

Bill is a cum laude graduate of Boston College, where he earned a Bachelor of Arts degree in mathematics. He also earned a Master of Business Administration degree from the Wharton School at the University of Pennsylvania. 

EDUCATION

  • Bachelor of Arts degree in mathematics from Boston University
  • Master of Business Administration degree from the Wharton School at the University of Pennsylvania

Personal Profile

Hometown:
Summit, NJ
Favorite Book or Movie:
1984 | Jaws
Ideal Dinner Guest:
My wife Lisa, Joe Namath, and Benjamin Franklin
Words to Live By:
It is what it is.
Qualities I Admire in People:
Loyalty, perseverance, compassion.