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 PLANNERTM 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
A thought-provoking book that expands the concept of wealth beyond just financial wealth to include time wealth, social wealth, mental wealth, and physical wealth. A helpful guide to living a more purposeful life.
This highly compelling memoir explores the psychological impact of growing up in the foster care system, highlighting the challenges faced by many children in the system. It combines personal experiences and broader research to shed light on the emotional and social hurdles these children encounter and the long-term effects on their lives.
The Curious Incident of the Dog in the Night-Time by Mark Haddon is a heartwarming mystery novel narrated firsthand by an autistic teenager, Christopher, as he investigates the mysterious death of a neighbor's dog.
Same as Ever by Morgan Housel is a collection of essays exploring timeless lessons on investing, human behavior, and decision-making, offering profound reflections on the ever-relevant principles of psychology and finance.
Killers of the Flower Moon by David Grann is a true crime narrative that investigates the murders of Osage Indians in the 1920s. Grann’s gripping account reveals a conspiracy to exploit the Osage oil wealth and the resulting birth of the FBI in the wake of the investigative debacle.
All the Frequent Troubles of Our Days by Rebecca Donner is a historical narrative that uncovers the life of Mildred Harnack, an American woman involved in anti-Nazi resistance in Germany during World War II, providing a gripping account of her activism and the challenges she faced.
Unreasonable Hospitality by Will Guidara delves into the principles of exceptional hospitality and service, drawing on the author's experiences in the hospitality industry to inspire and guide those seeking to create memorable customer experiences.
The Most Important Thing Illuminated is the culmination of years of writing from legendary investor, Howard Marks. Marks’ wisdom and valuable insights into the principles of successful investing, risk management, and contrarian thinking are invaluable to all aspiring investors.
Red Notice by Bill Browder is a gripping memoir that recounts the author's experiences as a successful hedge fund manager in Russia and his subsequent campaign against corruption. This thriller provides a firsthand perspective on the complexities of Russian business and politics.
Freezing Order by Bill Browder is a legal thriller that delves into the author's efforts to hold those responsible for the death of his lawyer, Sergei Magnitsky, accountable through legal means, providing a dramatic account of the pursuit of justice.
Black Edge by Sheelah Kolhatkar is an investigative account of the insider trading scandal involving hedge fund manager Steven Cohen and his web of accomplices..
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PYA Waltman Capital is a registered investment advisor and may only transact business in those state in which it is registered or qualifies for an exemption or exclusion from registration requirements. The content on this website is developed from sources believed to be providing accurate information. The information in this material does not constitute legal, accounting, tax or other professional advice or services. The opinions expressed and material provided are for general information and should not be considered as solicitation for the purchase or sale of any security.
