Ft. Lauderdale, Florida – May 2026
Provenance Wealth Advisors, an independent RIA firm, is pleased to announce that Bill Akmentins, CFA, has joined the organization as a Senior Portfolio Manager. Bill is an accomplished investment professional with more than 30 years of experience serving ultra-high-net-worth families and institutions across the wealth management industry. He brings deep expertise in customized asset allocation, portfolio construction, manager selection, and private alternative investments, along with a strong track record of client retention and long-term investment performance.
In his role at Provenance Wealth Advisors, Bill will focus on delivering highly tailored investment solutions and partnering closely with clients and internal teams to support long-term financial objectives. His background reflects a disciplined investment approach, a commitment to thoughtful client communication, and a passion for mentoring emerging investment professionals.
Prior to joining Provenance Wealth Advisors, Bill most recently served as Senior Portfolio Manager at BNY Wealth, where he advised ultra-high-net-worth families and institutions across South Florida. Previously, he spent eight years at The Northern Trust Company as Senior Portfolio Manager and Investments Team Leader, overseeing a team of investment professionals and managing more than $1.2 billion in client assets. His earlier experience includes serving as Chief Investment Officer for a single-family office and as Director of Public Investments for Southern Methodist University’s (SMU) endowment.
Bill holds an MBA with a concentration in finance from the University of North Carolina’s Kenan-Flagler School of Business and a Bachelor of Science from the Massachusetts Institute of Technology (MIT). He is a Chartered Financial Analyst® charterholder and a member of the CFA Society of Miami.
“Bill’s significant expertise, broad exposure to sophisticated investment strategies, and disciplined, collaborative approach align seamlessly with Provenance’s client‑first philosophy,” said Sherry Varrelman, Chief Growth Officer of Provenance Wealth Advisors. “His depth of experience and proven judgment meaningfully strengthen our investment capabilities. We are confident Bill will be a remarkable addition to the firm, elevating our investment prowess and delivering tangible value to both our clients and colleagues.”
About Provenance Wealth Advisors
For more than 25 years, Provenance Wealth Advisors’ team has provided comprehensive financial planning, estate planning and insurance services to entrepreneurs, professionals and business owners.
Provenance has been recognized as a leading advisory firm by Accounting Today, Barron’s, the Financial Times, Financial Planning, and Forbes. Most recently, the firm was included on the Best RIAs to Work For list from Financial Planning and named among America’s Top RIA Firms by Forbes.
PWA has offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Cincinnati and New York.
Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. and Charles Schwab & Co, Inc.
Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your Provenance Wealth Advisors Financial Advisor for information and availability.
Posted on May 19, 2026