Bill Shack, CFA, CFP®

Bill Shack, CFA, CFP®

Bill Shack is a Senior Managing Director at Clearstead, where he supports client advisory work and serves as a member of the Clearstead Global Equity Fund Committee. He has been working in the financial services industry since 2010 and joined Clearstead in 2026. ​

Bill brings expertise in financial consulting, client relationship management, and investment guidance. Before joining Clearstead he worked as a Financial Consultant at Charles Schwab & Co. ​

Throughout Bill’s career, he has supported clients across a range of investment and planning needs. Bill obtained his MBA from Arizona State University and holds the CFA and CFP® designations.