Bill Bancroft is the Co-Founder and Chief Executive Officer of Impact Capital. In addition to being an advisor to clients, Bill is responsible for the overall client experience, including consistent delivery of investment advice and exceptional service. He proactively identifies new planning and investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. During his 16 years with the firm, he was part of a team that grew the firm’s assets under management from under $1 Billion to over $10 Billion, creating one of the largest advisory firms in the nation. He served as Chief Operating Officer, a senior advisor to clients, and as a mentor for employees. He was a member of the firm’s Operating, Leadership, and Investment Committees.
Bill earned a Bachelor of Science degree in Finance with an emphasis on Quantitative Business Analysis from The Pennsylvania State University. He holds the Certified Investment Management Analyst® (CIMA®) and Chartered Private Wealth Advisor® (CPWA®) designations. Bill also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.