Bill Ulivieri: Bridging Traditional Investments and the Future of Finance.
Bill Ulivieri began his journey in the financial markets in 1980 as a runner at the iconic Chicago Board of Trade. Quickly rising through the ranks, he transitioned to the Chicago Board Options Exchange (CBOE) as a market-maker pit trader, specializing in equity and index options.
Over the next two decades, Bill honed his expertise, serving as a risk manager and upstairs trader, overseeing market-making specialist groups across seven U.S. options exchanges.
An early advocate for fiduciary responsibility, Bill earned the prestigious Accredited Investment Fiduciary Analyst™ designation from FI360 in 2006. His thought leadership includes the influential article, The Future of Retirement Investing, published in the Journal of Financial Planning in 2009.
Bill’s ability to simplify complex topics has made him a sought-after speaker and media guest. He’s shared his insights on national platforms, including “Business First” with Angela Miles, WBBM’s “Noon Business Hour,” The Hannah and Fred Show, and Relevant Radio.
He’s also been featured on The Crypto Rundown and Georgetown University’s More Than Money podcast.
In 2021, Bill’s innovative approach to financial services earned him the Entrepreneurial Excellence Award for Innovation from the Daily Herald Business Ledger.
As the founder and managing director of Cenacle Capital Management, LLC, Bill helps clients navigate the evolving investment landscape by blending traditional financial tools with cutting-edge digital assets like Bitcoin and Ethereum.
He also curates The Blockchain Advisor™ podcast and newsletter, offering thought-provoking analysis on cryptocurrency trends, Grayscale Investment products, and Coinbase Global.
Bill is the author of the critically acclaimed book, The Essential Estate Professional’s Toolkit for Recovering Cryptocurrency: What Happens to Cryptocurrency When Your Client Dies and the Vital Information Required Beforehand to Successfully Recover Assets, a must-read for estate planning attorneys and financial professionals.
Whether speaking to financial professionals, estate planners, or forward-thinking investors, Bill’s engaging presentations deliver actionable insights and a clear roadmap for navigating the intersection of traditional and digital finance.
For speaking engagements, contact him directly.
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