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Biography

William is a Partner in the Portland, Oregon office of Cerity Partners, where he focuses on founders, business owners, and ultra-high-net-worth families with complex financial lives. He helps clients make the most of their wealth in every form it takes. As a founder himself, William understands the decisions owners face long before a transaction, during a transition, and after liquidity. He works with clients early to clarify priorities, align other owners, coordinate planning, and connect them with the right professionals.

Before joining Cerity Partners, William founded Cordant Wealth Partners, a Portland-based registered investment advisor focused on equity compensation, deferred compensation, concentrated stock, and integrated tax planning for technology executives and senior employees at publicly traded companies. He began his career at Morgan Stanley, where he built and led teams serving executives, entrepreneurs, and business owners. He is also the founder of Antifragile Quotient (AQ), a business advisory and executive coaching firm.

Learn more about my practice.

Highlights

  • Board of Directors, Walker Warner Architects (San Francisco, CA)
  • Board of Directors, Lucidly Inc. (Portland, OR)

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: July 2026 Economic and Market Outlook

July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…

Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners

July 1, 2026 - Cerity Partners announced that it has merged with Cordant Wealth Partners, an Oregon-based Registered Investment Adviser specializing in financial planning and investment management. Cordant Wealth…

Individuals and Families

Trump Accounts: What Every Parent Needs to Know

July 2, 2026 - A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term…

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