Bill Capuzzi on The Future of Advice | S1 E2

Episode Details

In his role as Chief Executive Officer at Apex Clearing, William sets the vision and strategy to help Apex identify and realize new areas of growth and opportunity. Under his guidance, Apex continues to be a proven leader in custody and clearing, helping to power the digital revolution in financial services. Prior to his role as CEO of Apex, William previously worked at Convergex Group where he was Chief of Staff and a member of the firm’s Executive Committee. As Chief of Staff, he managed critical internal and external initiatives for the company and was responsible for the firm’s options, prime services, global clearing, and commission-sharing arrangement (CSA) businesses. William also served as Director at Pershing LLC, responsible for their institutional product suite and directed their global re-engineering efforts firm-wide.

William is a current board member of TraderTools, a privately held trading technology solutions company, as well as an advisory board member of RobustWealth, a digital wealth management platform technology provider. William previously sat on the board of Convergex, and currently serves as Chairman of the board for Apex Clearing Corporation. In addition, William is a partner at PEAK6 Investments LLC, the parent company of Apex Clearing.

William earned a Bachelor of Arts degree from Wesleyan University in Connecticut and a Master of Business Administration in Strategic Management from Rutgers University.

This video is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Trading in cryptocurrencies is not suitable for all investors and can result in substantial losses, including most if not all of your investment. Cryptocurrencies carry significant risks, including highly volatile markets, inconsistent valuations, cybersecurity events, potential market manipulation, and relatively high fees. Additionally, cryptocurrency exchanges and other intermediaries are not subject to the same regulatory scrutiny as securities and futures exchanges, nor are cryptocurrency accounts protected by SIPC coverage or the FIDC. Apex Clearing is a member of FINRA, NYSE, SIPC.