Billy is a Certified Public Accountant and holds the Chartered Financial Analyst® designation. He manages client portfolio accounting and supports operations by planning, organizing, and implementing administrative systems.
Prior to joining Kings Point Capital Management, he served as the Chief Compliance Officer and Chief Financial Officer at Green Square Capital and was responsible for I/A and B/D compliance and financial reporting. Previously, he served as the Controller for Revenue Assurance Professionals and as the Treasurer for Randell Commodity Corporation.
Billy holds a BBA degree in accounting and an MBA, with a finance concentration, from the University of Memphis.