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Client Advisory

Biography

Bill is a Partner in the Greenbrae office. He is a CFP® professional with over 20 years of investment management experience. He works closely with individuals and families, offering tailored portfolio and wealth management solutions to meet each client’s unique needs and goals.

Prior to joining Cerity Partners, Bill served as a Partner and Managing Director at Abbrea Capital, LLC.  Previously, he served in Managing Director roles at SunTrust Private Wealth and CSI Capital Management. Bill began his investment career with Piper Jaffray in Minneapolis.

Bill enjoys the outdoors, golf, reading and spending time with his family.

Learn more about my practice.

Education

  • B.S. in Business Administration (Finance) from the University of Colorado, Boulder

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

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Video: August 2026 Economic and Market Outlook

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Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.