Bill provides investment advisory services to corporate executives, entrepreneurs and other high net worth individuals

Bill received a bachelor of science in business administration from Bucknell University in 1983. He attained his Certified Financial Planner™ certification from the College for Financial Planning in 1988, and later earned CLU® and ChFC® designations from the American College. Bill holds Series 7, 24, 51 and 63 securities licenses. He is a member of the Financial Planning Association.

With more than 26 years of experience, Bill is widely recognized in the field of investments and financial planning. He served as an executive in the mutual fund industry for more than ten years before founding his own investment practice in 1997.

In August 2009, Registered Rep, the premier publication serving the investment advisor community, ranked Bill among the top 100 independent financial advisors in the nation.

This list of distinguished advisors was compiled by Discovery, an online database of financial service intermediaries which weighed factors of FINRA registered representatives such as total assets under management and years in the industry, then validated by direct surveys.

Mendham Capital Management, LLC serves a select clientele of 250 households and is responsible for more than $150 million of client assets. MCM takes a long-term approach with a focus on proper asset allocation and diversification among high quality investments.

Bill is involved in numerous community service activities. He and his wife, Laurie, live in Mendham, NJ. Bill enjoys golf, tennis, platform tennis and spending time at home with Laurie and their four cats.

Hilary joined Bill’s practice in 2002 and partnered with Bill to found Mendham Capital Management in 2005. MCM is an ensemble practice and Hilary works jointly with Bill in developing, implementing and monitoring clients’ investment portfolios.

Prior to joining MCM, Hilary spent more than ten years in the consumer products division of Johnson & Johnson. Hilary was recognized several times with awards for outstanding achievement both as a sales person and a sales manager.

Hilary received a bachelor’s degree from Wake Forest University and pursued an MBA at Fairleigh Dickinson University. She is a registered investment advisor representative and holds Series 7 and Series 66 securities licenses, as well as life, health, long-term care and variable annuity licenses.

Hilary is very active in the Mendham community, in particular with Mendham High School and with the Mendham Business Association. She also serves on the Board of Governors of the Bond Club of New Jersey.

Hilary lives in Mendham with her husband, Jack and their two teen-aged daughters, Alex and Kara. Hilary is devoted to her family and friends and enjoys travel, tennis and fitness.

Bob joined MCM in 2008 and works with Bill and Hilary in serving client’s financial needs.

Bob’s career encompasses more than two decades of experience in the financial services industry. He began working on the trading floor as a reporter for the New York Stock Exchange. His position at the NYSE led to an opportunity to work as an equity trader on the proprietary trading desk of Lawrence, O’Donnell, Marcus and Co. where he ultimately became a partner in the firm. Van der Moolen Specialists USA acquired Lawrence O’Donnell in 1998 and Bob continued in his role as equity trader until 2007.

In 1987, Bob received a bachelor’s degree in management from Gettysburg College. He is a registered investment advisor representative and holds Series 7, 24, 51, 63, and 65 securities licenses as well as life, health, and variable annuity licenses.

Bob lives in New Providence with his wife Maureen and their three children, James, Erin, and Matthew. Bob enjoys spending time with his family and friends, coaching his children’s sports teams and playing competitive tennis.

Maureen joined Mendham Capital Management as Client Services Manager in 2006. In this capacity, she is responsible for assisting clients with all non-investment related needs. She responds to customer inquiries, oversees account processing, manages office operations and does the branch’s bookkeeping. Maureen also manages all of the technology resources utilized at MCM.

Prior to joining MCM, Maureen held the position of Sales Assistant at Summit Financial Resources, Inc., where she was responsible for client services.

With eight years of experience in the financial services industry, Maureen brings a wealth of knowledge to her position. She continues to advance her industry and operations expertise by attending conferences and seminars that keep her informed about current issues and procedures affecting Mendham Capital Management and its clients.

Maureen is an avid reader and music lover, and she also loves to walk for relaxation and exercise. A long-time Boonton Township school board member, she is passionate about public education.