Bill Gregory joined Frank Beck in 2000 after working in Customer Service Operations at Janus Funds. He has over 25 years of experience in the investment business. As Vice-President of Operations, Bill processes block trades, conducts account maintenance, cashiering requests, and coordinates other client paperwork with Fidelity Investments, helping to ensure accurate and timely information for the benefit of our clients. In 2009 Bill was selected to be the firm’s Chief Compliance Officer; in this role, he administers the BCM Compliance program.
Bill lives in Dripping Springs with his wife Susan. They have two sons who enjoy hiking, water sports, and attending athletic events.