Bill Koshivas

Born and raised in Ipswich, Bill Koshivas is a proud native of Massachusetts’ North Shore. Bill attended Northeastern University, where he was actively involved in Circle K International, a student-led community service organization. During his time at Northeastern, he completed two student co-ops—one in Liberty Mutual’s Finance Technology department and another as a due diligence consultant at STEER Partners. In 2021, he earned a Bachelor’s degree in Business Administration with a concentration in Finance.

After graduating, Bill joined Merrill Lynch’s Venture Services Group as a Trading Associate where he provided trading execution for public equities and facilitated in-kind stock distributions for alternative asset managers and their limited partners. Now, as a Wealth Advisor at Twelve Points, he collaborates with clients to define their financial goals and develop strategic roadmaps that guide them toward lasting financial independence.

Beyond his professional life, Bill is a passionate New England sports fan and supporter of the Greek football club PAOK. An avid boater, he enjoys spending time on the waters of the North Shore and exploring the best new restaurants in Cambridge. He also serves as a board member of the Logganiko Society, a Hellenic non-profit organization.