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William McEnroe

Managing Director, Wealth & Tax Advisory Services

William McEnroe is a Managing Director at WTAS (member HSBC group) in the Alternative Investment Group working with many of WTAS’s hedge fund and private equity fund clients. William has consulted with such firms as West End Capital, SkyBridge Capital, and Flagstone Re. William is also a member of the WTAS Aircraft taxation team. Prior to joining WTAS, William was the Managing Member of Occam Management, LLC overseeing tax strategies as well as private equity for multiple family offices and a Director of the Montrose Group (a boutique investment and tax firm). William also consulted with KPMG in their corporate tax department specializing in corporate consolidations, and was a senior tax consultant with Laventhol & Horwath International where he oversaw their largest corporate client worldwide (as well as participated as an integral part of the L&H Real Estate Tax Group).

Education: University of Massachusetts, Amherst (Economics), Masters of Science in Finance (“MSF”) and Masters in Science in Taxation (“MST”) from the Zicklin School of Business at Baruch College, New York, NY. He is also a graduate candidate at the University of Connecticut’s Information Technology Institute for an Advanced Business Certificate in Information Technology.

William is a member of MetCircle and is on the National Leadership Council of Communities in Schools.


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