Bill has been focusing on ESOPs and capital markets since 1989. He is Co-head of The ESOP Group at Morgan Stanley, assisting business owners and corporations, including several
in the Fortune 100, in areas such as corporate liquidity transactions, business succession planning, retirement plan design, and employee financial education.

Education

Expertise

Of particular note is his experience in assisting business owners that have completed or are contemplating an ESOP, understanding the complexities of Internal Revenue Code
Section 1042, leveraging equity risk management, and tax advantaged strategies. Bill has successfully completed over 450 ESOP transactions.