THE ADVICE YOU NEED. THE SERVICE YOU DESERVE.
Bill Bancroft, CIMA® CPWA® is the Co-Founder and Chief Executive Officer of Impact Capital, LLC. He has passionately been providing unbiased, comprehensive wealth management solutions to high-net-worth clients for over 25 years.
In addition to being an advisor to clients, Bill is responsible for the overall client experience at Impact Capital, consistently delivering investment advice and exceptional service. He also proactively identifies new financial planning and wealth investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. In that role, he was part of a team that grew the firm’s assets under management from under USD $1 billion to over USD $10 billion, creating one of the largest advisory firms in the country. While serving as Convergent Wealth Advisors’ Chief Operating Officer, Bill acted as an advisor to clients and a mentor to employees. He was also a member of the firm’s Operating, Leadership, and Investment Committees.
Bill graduated from The Pennsylvania State University with a Bachelor of Science degree in Finance with an emphasis on Quantitative Business Analysis. He holds the Certified Investment Management Analyst® (CIMA®) and Chartered Private Wealth Advisor® (CPWA®) designations. Bill also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.