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Biography

Bill is a Partner and Co-Practice Manager in the Greenbrae office. With over 35 years of experience in investments and wealth management, Bill specializes in helping high-net-worth individuals and families meet their personal and business-related financial goals.

Prior to joining Cerity Partners, Bill was a Founding Partner and Chief Investment Officer of Abbrea Capital LLC. He previously held key leadership roles including, Chief Economist, Senior Investment Strategist, Director of Fixed Income, Economic Sector Strategist and Senior Portfolio Manager for firms ranging from boutique Registered Investment Advisors to Money Center Banks.

Bill is an avid hiker and fly-fisherman, and is passionate about traveling, food and wine, and spending quality time with his family.

Education

  • B.A. in psychology, from Claremont McKenna College
  • MBA in finance and accounting, from Northwestern University’s J.L. Kellogg Graduate School of Management
  • Executive Program in Portfolio Management and Investments, from the University of Chicago Booth School of Business

Highlights

  • Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA society of San Francisco
  • Founding member of the Advisory Board for UC Berkeley’s program in Wealth Management
  • Treasurer of the Town of Tiburon from 1997 – 2015
  • Certified Pension Consultant degree 1982

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By clicking “Submit”, 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.