Broker Check
William B. Reeve, MBA, EA, CFA, CFP®

William B. Reeve, MBA, EA, CFA, CFP®

William B. Reeve, MBA, EA, CFA, CFP® has over 30 years of experience in tax and financial planning, and investment management.

In addition to his role at Kastel Capital, Bill is also a partner in a CPA firm, Mahony & Reeve, LLC, located in Natick, Massachusetts where he provides tax planning and advisory services to individual and business clients.

Bill also currently teaches accounting, finance, and economic courses for Northeastern University’s Graduate program as well as edits and writes curriculum for Boston University’s Online Program for Financial Planners. Previously, Bill taught tax and financial planning classes for various financial services firms such as John Hancock, American Express, PNC Bank, Fidelity Investments, Merrill Lynch, and Northern Trust Bank, among others.

In addition to being an Enrolled Agent (EA), CFP® certificant and a CFA charter holder, Bill also has an MBA in Finance, and upon completion of his degree, was inducted into Beta Gamma Sigma, a national honor society for business students.

Bill is a member of the Financial Planning Association (FPA), the National Association of Enrolled Agents (NAEA), the CFA Institute, and the Boston Security Analysts Society (BSAS), as well as one of the founding members of the Boston Area Alumni Chapter of Beta Gamma Sigma.