Bill Gorman

Chief Operating Officer at RSM US LLP

Bill Gorman

Bill Gorman

Chief Operating Officer at RSM US LLP

Overview
Career Highlights

RSM US LLP

RelSci Relationships

1720

Number of Boards

7

Relationships
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President & Chief Executive Officer at RSM US Wealth Management LLC

Relationship likelihood: Strong

Chief Risk Officer at RSM US LLP

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Partner at RSM US LLP

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Chief Financial Officer at RSM US LLP

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Office Managing Partner, Birmingham & Nashville at RSM US LLP

Relationship likelihood: Strong

Chief Information Officer at RSM US LLP

Relationship likelihood: Strong

Chief Strategy & Innovation Officer at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner-Illinois at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, San Francisco at RSM US LLP

Relationship likelihood: Strong

Office Managing Partner, Philadelphia at RSM US LLP

Relationship likelihood: Strong

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Bill Gorman
Chief Operating Officer at RSM US LLP
Education
Bachelor of Arts in Political Science
Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

The Maryland Association of Certified Public Accountants is a statewide professional association that provides leadership, training, advocacy and resources for its nearly 10,000 CPA members, who are employed in private practice, industry, government and education. As CPAs, the MACPA’s members are business and financial professionals who are committed to protecting the public interest. In Maryland, CPAs must pass a rigorous four-part examination, adhere to strict ethical and professional standards and, beyond college, complete 80 hours of continuing education every two years to be certified by the state. The MACPA is governed by a Board of Directors, managed by a full-time staff, guided by a strategic plan and constantly strives to serve the needs of Maryland’s CPAs.

Career History
Partner
2000 - Prior

C.W. Amos & Co. LLC, part of H&R Block, Inc., is a company headquartered in Baltimore, MD, that provides accounting services. It was acquired by HRB Business Services, Inc. on 21 Apr 99.

Chief Operating Officer
Current

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Vice President
2015 - Current

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. Their recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. The firm typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM US Wealth Management's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. The firm focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Boards & Committees
Member, Board of Directors
Prior
Board Member
Prior
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