“Through careful research and due diligence we believe we can identify superior investment organizations with integrity, discipline and proven performance who our clients can trust.”
Bill Pfeiffer, Jr.

William R. Pfeiffer, Jr.


Bill has ten years of experience in the financial services and investment management industry. Before joining The Guild, Bill was a Senior Associate in Operations at SS&C GlobeOp in Hartford where he provided operational support to high profile, billion dollar New York City area hedge fund clients. Prior to that position, he was a Portfolio Manager at Apex Investment Services, Inc., a Registered Investment Advisory firm in Hebron, CT. There, he was responsible for the management of over $70 million dollars of the firm's client portfolios. Bill holds a Master of Science in Financial Planning degree, With Distinction, from Bentley University - McCallum Graduate School of Business. He also received a Bachelor of Arts degree in History from Saint Anselm College. Bill is an active member of St. Matthew's Parish in Tolland, and serves on the Board of Directors of Mary's Field non-profit. Past experience also includes assistance with medical missions in Guatemala with his wife, who is a nurse practitioner.