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Client Advisors

J. William (Bill) Knott
Senior Client Relationship Officer

Bill joined Ashbridge in November 2008. He services client relationships, develops new business, manages the Client Advisors, and serves on the firm’s Executive Committee.

Bill retired from Wachovia in September 2008 as the Regional President responsible for the greater Philadelphia and Delaware markets. He served as a Regional President for First Union and Wachovia in Maryland for over nine years before moving to Pennsylvania in October 2005. Prior to Wachovia, Bill spent twelve years at Mellon running their Middle Market and Government Contractor Lending segment in Virginia, Maryland, and DC. Bill started his career at Mercantile Safe Deposit and Trust.

Bill holds a BA from Loyola University and a MBA from Loyola’s Sellinger School of Business. Bill serves on the Board of the Archdiocese of Philadelphia’s Catholic Social Services and the United Way of Southeastern Pennsylvania.

 

David E. Holtzman, CFA, CFP®, CTFA
Managing Director, Client Advisor

Dave joined Ashbridge in 2004 to manage client relationships and service financially complex families. In addition, he serves as an active member on the Ashbridge Investment Committee.

Prior to joining Ashbridge, Dave was Chief Investment Officer, Chief Operating Officer and Principal with Signature Financial Management, a multi-family office in Norfolk, Virginia. He previously worked within the Family Wealth Management Group of SEI Investments and was Chief Investment Officer of SEI Private Trust Company. Earlier in his career, he was Senior Manager of Asset Management and Trust Services at The Vanguard Group, overseeing a large group of client advisors.

Dave holds a BA in economics from Bucknell University. He is a Chartered Financial Analyst, Certified Financial Planner® and Certified Trust and Financial Advisor. Dave is also a member of the CFA Institute and the Institute of Certified Bankers.

Adam A. Waldron
Managing Director, Client Advisor

Adam joined Ashbridge in 2001 to service and expand existing and prospective client relationships. His interests lie in multi-generational family issues, investment partnerships, and management of concentrated, low-basis investments. In addition to working with clients, he is an active member of the investment and compliance committees at Ashbridge.

Prior to joining Ashbridge, Adam was an Assistant Vice President and Senior Portfolio Manager at Wilmington Trust Company. In addition to portfolio management and consulting, he oversaw the development of the client reporting process.

Adam heads the finance committee for Upland Country Day School in Kennett Square, PA. He received his BS in economics and mathematics from Hampden-Sydney College in Virginia.