William S. Choi, CFA
Vice President & Director of Financial Planning
William S. Choi is the Director of Financial Planning at Hillview Capital Advisors, LLC. He is responsible for the Wealth Management Plan development process and works in conjunction with senior client team members on the formulation, delivery and implementation of financial planning strategies. Mr. Choi has over 10 years of experience in the wealth management field. Prior to joining Hillview in 2006, William was an Associate in the Wealth Consulting division of U.S. Trust where he provided financial counseling services to wealthy individuals and families. Before joining U.S. Trust, Mr. Choi held positions as a financial analyst at Chase Manhattan Bank and as a financial planning analyst at American Express Financial Advisors. William began his career as a financial advisor at Prudential Securities.
Mr. Choi holds a B.S. in Finance and Accounting from The Leonard N. Stern School of Business at New York University and is a CFA charterholder.