William (Bill) McEvoy

Managing Partner | Financial Advisor

Bill McEvoy is the Managing Partner and Director of Fixed Income Trading, bringing over two decades of experience in financial services and a deep expertise in credit markets. Prior to his current role, Bill served as Chief Financial Officer and Head of Trading at Cantella & Co., Inc., where he spent 16 years overseeing all facets of financial operations—including financial reporting, audits, regulatory compliance, and tax management.

A graduate of Syracuse University, Bill holds an impressive array of FINRA licenses: Series 7, 24, 27, 30, 31, 53, 55, and 56. His extensive knowledge of the bond market and regulatory landscape has positioned him as a trusted leader in the investment industry.

Outside of his professional work, Bill resides in Acton, Massachusetts with his wife and three children. He is an active volunteer in local youth sports organizations and enjoys spending time outdoors with his family—especially skiing in the winter months.