William Altavilla is a wealth management, endowment, foundation, and nonprofit financial advisor based in Folsom, CA.
Bill joined CAPTRUST in 2021 from Pacific Investment Consultants—an independent advisory firm—where he was a partner, wealth management and endowment and foundation financial advisor. With over 30 years of experience, he specializes in providing investment planning to endowments and foundations, high-net-worth individuals, and corporate retirement plans.
Prior to Pacific Investment Consultants, Bill was managing partner of Green Oak Consulting Group where he managed and administered charitable remainder trust and charitable gift annuity programs. Before that, he was an executive vice president and corporate controller of Lexington Capital Management a national financial services company. Bill holds a Bachelor of Arts degree in business economics with an emphasis in accounting from the University of California at Santa Barbara and a Master of Business Administration degree from National University. Bill has also completed the course of study for Certified Financial Planning from the College of Financial Planning. In 2021, Bill was awarded the Don Poole Award by the Sacramento Region Community Foundation.
Away from the office, Bill enjoys spending time with his wife and three children. He is involved in the community by volunteering as a board member of the Sacramento Society for the Prevention of Cruelty to Animals.
Education
- Bachelor of Arts degree in business economics with an emphasis in accounting from the University of California at Santa Barbara
- Master of Business Administration degree in business administration from National University
Industry Designations
- Accredited Investment Fiduciary®
Memberships
- Past President—FPA of Northern California
- Board Member—Sacramento Society for the Prevention of Cruelty to Animals
- Member—Sacramento Estate Planning Council
- Member—Sacramento Region Community Foundation Philanthropic Advisor’s Forum Advisory Committee
- Member—El Dorado Community Foundation Planned Giving Committee
Awards & Recognition
- NAPA Top DC Advisor Teams | 2021, 2022, 2024, and 2025 (CAPTRUST Sacramento)
- Sacramento Region Community Foundation’s Don Poole Award for significant contributions to the growth of philanthropy in the Sacramento region
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.