Bill Wolfe

Sales Director | 18 Years of Industry Experience

Bill brings more than 18 years of experience in the financial services industry, specializing in capital raising, advisor relationships, and both traditional and alternative investment strategies. He most recently served at StratCap, a New York City-based alternative investment firm. Bill began his career at Eaton Vance, where he spent seven years raising capital across a range of investment strategies through mutual fund and managed account platforms. He later served as Regional Vice President at a boutique asset management firm focused on alternative investments and emerging managers. In that role, he partnered with Registered Investment Advisors, Family Offices, Independent Broker-Dealers, and Wirehouses, helping investors access a diverse range of asset classes, including energy, private equity, concentrated value, long/short equity, and CLO strategies. Prior to joining StratCap, Bill led capital-raising efforts for private investment funds and opportunities focused on triple-net lease real estate. Since 2007, he has worked closely with financial advisors throughout the Northeast and New England, helping them identify, evaluate, and implement investment solutions tailored to their clients' needs. Bill is a graduate of Gettysburg College and holds FINRA Series 7 and Series 63 licenses.