Bill is the President and CEO of Stevens & Lee. He also serves on the firm’s Executive, Finance and Pension Committees. All department and practice group leaders report to Bill, as do the firm’s finance, recruiting, marketing, information systems, facilities and human relations functions. Together with Chairman Ernie Choquette, Bill is responsible for the day-to-day operations of The Stevens & Lee Companies.
Bill was previously Co-Chair of the Litigation Department and led the firm’s Securities Litigation Practice from 2002 to 2022.
For 33 years, Bill has represented wealth management companies nationwide in all manner of claims related to the purchase and sale of securities, life insurance and other financial products. His clients include large broker-dealers and life insurance companies, banks, directors and officers of public companies, registered investment advisers and individuals charged with violating federal or state securities laws.
As a trial lawyer, Bill has represented parties in state and federal court, and before FINRA and the SEC. A veteran of more than 250 FINRA arbitration or investigative proceedings, Bill has lectured at financial services seminars, corporate counsel events and regional programs for securities practitioners.
A dedicated and active member of many professional and community organizations, Bill serves on the Board of Directors of Tower Health, chairs the Governance Committee and is a member of the Finance Committee. He also serves on the Board of Trustees of the Caron Foundation, where he is a member of the Executive Committee, chairs the Audit, Compliance and Risk Management Committee and serves on the Investment Committee.
A former college basketball player and coach, Bill was inducted into the Dickinson College Sports Hall of Fame in 2002.
- Berks County Bar Association
- Pennsylvania Bar Association
- American Bar Association
- Tower Health, Board of Directors
- Caron Foundation, Board of Trustees
- Big Brothers Big Sisters, “Big Brother” and Mentor
- Catholic Charities of the Diocese of Allentown, former Member, Board of Directors
- Thomas More Society, former Member, Board of Trustees
Education
- Villanova University School of Law, J.D.
- Dickinson College, B.A.
Bar Admissions
- Pennsylvania
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- Reading
- Phone: 610.478.2020
- Fax: 610.988.0813
- Philadelphia
- Phone: 215.496.3820
- Litigation
- Financial Institutions
- Insurance
Bill is the President and CEO of Stevens & Lee. He also serves on the firm’s Executive, Finance and Pension Committees. All department and practice group leaders report to Bill, as do the firm’s finance, recruiting, marketing, information systems, facilities and human relations functions. Together with Chairman Ernie Choquette, Bill is responsible for the day-to-day operations of The Stevens & Lee Companies.
Bill was previously Co-Chair of the Litigation Department and led the firm’s Securities Litigation Practice from 2002 to 2022.
For 33 years, Bill has represented wealth management companies nationwide in all manner of claims related to the purchase and sale of securities, life insurance and other financial products. His clients include large broker-dealers and life insurance companies, banks, directors and officers of public companies, registered investment advisers and individuals charged with violating federal or state securities laws.
As a trial lawyer, Bill has represented parties in state and federal court, and before FINRA and the SEC. A veteran of more than 250 FINRA arbitration or investigative proceedings, Bill has lectured at financial services seminars, corporate counsel events and regional programs for securities practitioners.
A dedicated and active member of many professional and community organizations, Bill serves on the Board of Directors of Tower Health, chairs the Governance Committee and is a member of the Finance Committee. He also serves on the Board of Trustees of the Caron Foundation, where he is a member of the Executive Committee, chairs the Audit, Compliance and Risk Management Committee and serves on the Investment Committee.
A former college basketball player and coach, Bill was inducted into the Dickinson College Sports Hall of Fame in 2002.
Affiliations
- Berks County Bar Association
- Pennsylvania Bar Association
- American Bar Association
- Tower Health, Board of Directors
- Caron Foundation, Board of Trustees
- Big Brothers Big Sisters, “Big Brother” and Mentor
- Catholic Charities of the Diocese of Allentown, former Member, Board of Directors
- Thomas More Society, former Member, Board of Trustees
Education
- Villanova University School of Law, J.D.
- Dickinson College, B.A.
Bar Admissions
- Pennsylvania