Bill has spent his career working as an advisor to family-owned enterprises. He began this work at the First National Bank of Chicago (now JP Morgan Chase) where he managed the Closely Held Business Group. In this role Bill was responsible for the management of all closely held interests and served on the Boards of several family-owned businesses.
“It’s extremely rewarding to help people find a shared purpose or goal and watch so much untapped capacity and new contributions start to emerge.”
In 1988, Bill affiliated with Management Planning, Inc. (MPI), a leading Princeton, NJ based valuation and financial advisory firm that was founded in 1939. Bill embarked on a successful near 30-year career at MPI, which included leadership roles in the management and governance of the business. He acted as a “trusted advisor” to his family business clients, specializing in ownership succession, corporate finance, gift and estate tax planning and family business governance issues while often speaking and writing on these topics.
Bill has been actively involved with The Vermont Country Store (VCS) in Manchester, VT where he has served as a Board member since 1995. Bill was asked by the Orton family to serve as Trustee for the family trust that owns the business in 2002. Bill was actively involved in the successful transition of ownership between the second and third generations of the family. In his current role, Bill is responsible for managing the family and business governance structures. He is also involved in execution of corporate development opportunities and in the design and implementation of management compensation structures for VCS. Bill serves as the Chairman of the Orton Family Council and President of the Orton Family Office.
Bill earned an MBA in Finance and Accounting from the Simon School at the University of Rochester and a BA from Washington & Lee University. He is a member of the Family Firm Institute and the Attorneys for Family-Held Enterprises (AFHE).
Contact Bill directly at 860 614-5077 or firstname.lastname@example.org
Hear from Bill and the rest of our team in our brief video segments.