Bill Kaeli is Vice President of Client Engagement at NorthStar Asset Management LLC. In his role, Bill is responsible for managing the relationships of high-net-worth individuals, families and foundations. Prior to joining NorthStar Asset Management, Bill was Vice President and Senior Relationship Manager at PNC Bank’s Wealth Management Group where he worked with high-net-worth families and individuals. Bill spent more than 15 years at Bank of America / Merrill Lynch and was a Director in their Institutional Equity Sales and Trading Division. He held a similar role at Oppenheimer & Co.
Bill lives in Center City Philadelphia with his wife and two children. He volunteers time with several non-profit organizations and is especially interested in those that educate and promote philanthropy. Bill earned his BA in History from St. Lawrence University and continues to have a passion for studying history. In his spare time, you can find Bill sailing on New Jersey’s Barnegat Bay.