Bill Colwyn, CPFA, CRPC®

Private Advisor, Managing Director

Bill Colwyn is a Private Advisor, Managing Director at CM Wealth Partners of Rockefeller Capital Management.

Prior to joining Rockefeller Capital Management in 2020, Bill spent 12 years as a financial advisor at Merrill Lynch in Northbrook, Ill., after 10 years with Smith Barney in Chicago.

Bill began his career as a practicing attorney in Chicago and is a member of the Bars of Illinois and Washington, D.C. He is also a member of the Chicago Bar Association.

A graduate of the University of Illinois Champaign-Urbana with a double major in Political Science and Speech Communication, Bill went on to earn his J.D. from DePaul University College of Law in Chicago.

He also earned the Chartered Retirement Planning CounselorSM designation and the Certified Plan Fiduciary Advisor (CPFA) credential.

Bill has deep roots in Illinois, having been born in Chicago and raised in Glenview. Beyond finance and investment, Bill has many diverse interests, including sports (skiing, golf, paddle and tennis), history, politics, philanthropy and travel.

He lives in Deerfield, Ill., with his wife and three wonderful children.