Bio

Prior to founding Lineage, Bill was a Principal at Heritage Partners, where he executed and managed investments in closely-held middle market businesses. Previously, he worked at Ernst & Young. Bill was raised and worked in a family-owned business in which his father completed a successful leveraged buyout of his siblings. Bill earned a B.A. from Williams College and an M.B.A. from the Stern School of Business at New York University. He is also a CPA.