Bill is a Managing Director at Cresset. In this role, he delivers personalized solutions to clients and their families, including estate planning, financial strategy, philanthropy, banking solutions, and customized investment portfolios, aimed at helping them achieve their short- and long-term objectives.
In 2024, Cresset acquired CH Investment Partners, where Bill served as a Senior Managing Director on the Partner Advisory team. Previously, he spent twenty-six years with Crow Holdings. While at Crow Holdings, he worked in a variety of capacities including private equity investment management, real estate asset management, corporate finance and planning, and family office solutions.
Bill earned a bachelor’s degree in accounting from Texas A&M University and is a CPA. Bill serves on the State Fair of Texas Youth Livestock Auction Committee and is a member of Financial Executives International.