Bill Ulivieri started his career in 1982 trading equity and index options at the Chicago Board Options Exchange (CBOE) and also corn and soybean futures at the Chicago Board of Trade, under the membership trading acronym “YEA”.
His leadership skills include acting as a CBOE Lead Market Maker and serving on a many procedural committees.
From 1998 to 2008, he acted as risk manager and firm trader overseeing a group of “market maker” traders and option specialists groups on all U.S. Option Exchanges. During this time, he monitored derivatives and was advisor on over 1,000 stocks with a notional value of almost $1 billion USD for one the most well respected liquidity providers in Chicago. Bill received his Accredited Investment Fiduciary Analyst™ designation in 2006 from FI360, the Center for Fiduciary Studies, which is an industry advocate in promoting investment fiduciary education and prudent standard of care.
Bill’s article “The Future of Retirement Investing” was featured in the prestigious Journal of Financial Planning in 2009. His commitment to independent investment advice is shared with a diverse radio audience on “Trader Talk Live” WIND (560 AM), monthly interviews on the “Morning Air Show”, WNTD (950 AM) and WBBM “Noon Business Hour” with host Sherman Kaplan (780 AM). Additional professional involvement includes teaching derivatives
courses at the London Stock Exchange Academy, serving as Committee Chairman of the Financial Planning Association of Illinois’ Fall Forum.
Bill is also a founding member of The Options Alliance, an association of financial entrepreneurs. Bill is principal of Cenacle Capital Management, LLC, a state registered investment advisor. He is father to four children, has one grandchild, and has been happily married since 1986 to his wife, Evelyn. Bill is a licensed FCC amateur radio operator and supports the local Office of Emergency Management as a reserve volunteer emergency responder. He is the former Executive Secretary of Aid for Women, a women’s pregnancy crisis center.
In 2005, Scottrade launched Scottrade Advisor Services, a low-cost provider of custodial and institutional trading services for independent Registered Investment Advisors.
With dedicated relationship teams, advanced account management tools, a powerful custodial platform, low commissions and no enrollment fees, Scottrade Advisor Services provides exceptional support to advisors looking to grow their businesses. Scottrade Advisor Services also provides support for hedge funds, trust companies and family offices.
We are pleased to be a friend and frequent contributor with Relevant Radio on the Morning Air Show®. Cenacle Capital Management is a proud supporter of Relevant Radio and donates a portion of our profits to further their mission of where “Faith Meets Real Life”. We share our insights on the stock market, economy and the ethics of investing with listeners in a fun and lighthearted manner.
AllBackoffice Consulting is dedicated to our proactive, measureable style of service focused on understanding your ongoing needs and long term goals. With the traditional independent RIA as our model for the business, AllBackoffice Consulting provides outsourced managed technology along with a commitment to limited conflict-of-interest consulting to help advisors leverage the best tools and processes.
AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry. The direct benefit to our advisors is that you can be sure we are focused on what matters most to you, delivery of premium service to your clients.
Glenview Is Our Business
With more than 400 members and 90 years of experience, the Glenview Chamber of Commerce works to make Glenview a destination of choice for businesses and their owners, and for the customers and community that contribute to Glenview’s vitality. To do this, we serve as the voice of business in Glenview, and as a respected nexus for business information, best practices, new ideas, and business-building events. Members benefit from networking programs and marketing opportunities. The community benefits from the presence of strong, productive businesses and robust services; a lively retail environment; a healthy tax base; and a cohesive and welcoming home base.
The Options Alliance is a select group of options & futures entrepreneurs who adhere to the highest professional and ethical standards. Through our collective efforts, we strive to create new opportunities for our members while also providing a reputable source of information, products and services for derivatives users. For more information, click on the link below.