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J. William Waltman, Jr.

J. William Waltman, Jr.

President

Bill is the President of PYA Waltman and provides investment and financial planning counsel to high-net worth individuals and institutions. He received his B.S. in Accounting from Indiana University and is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional. Bill is also a member of the Financial Planning Association and the American Institute of Certified Public Accountants.

Bill loves coming to work every day, knowing his clients are receiving unparalleled and personalized service. He currently serves on the board of directors of the Sedes Sapientiae Foundation, Dominican Sisters of St. Cecilia Planned Giving Advisory Committee, and the University of Tennessee Economics and Finance Advisory Councils.

When he’s not in the office, Bill enjoys riding road and mountain bikes, hiking, reading and traveling with his wife, Kristine, and their five children.

“Do what you love. Know your own bone; gnaw at it, bury it, unearth it, and gnaw it still.” – Henry David Thoreau