As Chief Financial Officer, Billy draws on his strong business acumen to fulfill a variety of roles for Cantella. He maintains the company's general ledger, fixed asset accounting and chart of accounts; prepares monthly financial statements and net capital computation files; coordinates documentation for annual independent audits, regulatory exams and regulatory filings; services the company's 401k plan; oversees payroll, tax preparation, and accounts payable; and manages all corporate bank accounts.
In addition to his CFO responsibilities, Billy is Cantella's Head of Fixed Income Trading. In this role, he manages inventory in corporate proprietary accounts; provides our registered representatives with fixed income analysis, ideas and execution; and works to expand corporate relationships to enhance our company offerings, increase access to markets and provide greater liquidity.
He works collaboratively with the management team and all internal departments, playing a key role in formulating and implementing the company's strategic business and financial planning.
Billy began his career at Cantella as a summer intern while attending Syracuse University and supported all departments except for Trading, an area that piqued his interest. After graduating in 2007, he took a position as a fund accountant at State Street, but he had impressed everyone at Cantella so much that when a permanent opportunity opened up in our trading department later that year, Billy was recruited to fill it.
He holds a Bachelor of Science in Finance and Economics degree from Syracuse and participates in the college's Professional Advisors Network (PAN) program. He is also a member of the prestigious Business Associates Club of Boston, Massachusetts. He possesses the FINRA Series 7, 24, 27, 30, 53, 55 and 66 licenses.
Billy lives in Acton with his wife, Andrea, and their three children: William, Wesley, and Addison. He and Andrea are both passionate about sports, skiing and the outdoors.BACK TO LEADERSHIP