Bill is President and CEO of Stevens & Lee. He also serves on the firm’s Executive, Finance and Pension Committees. All departments and practice groups 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 Stevens & Lee.
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 represented investment managers nationwide in all manner of claims related to the purchase and sale of securities and financial products. His clients include large broker-dealers, banks, Fortune 100 life insurance companies, directors and officers of public companies, registered investment advisers and individuals charged with violating federal or state securities laws.
As a trial lawyer, Bill 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 seminars for securities practitioners.
A dedicated and active member of many professional and community organizations, Bill has been a member of the Board of Directors of Tower Health since July 2020 and chairs the Governance Committee. Since 2012, Bill has been a member of the Board of Trustees of the Caron Foundation where he serves on the Executive Committee and chairs the Audit, Compliance and Risk Management 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, Member, Board of Directors
- Caron Foundation, Member, 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., 1991
- Dickinson College, B.A., 1983
Bar Admissions
- Pennsylvania
Court Admissions
- U.S. District Court for the Eastern District of Pennsylvania
- U.S. Court of Appeals for the Third Circuit
Licensing
- Series 7 FINRA license
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- Reading
- Phone: 610.478.2020
- Fax: 610.988.0813
- Philadelphia
- Phone: 215.496.3820
- Litigation
- Financial Institutions
- Insurance
Bill is President and CEO of Stevens & Lee. He also serves on the firm’s Executive, Finance and Pension Committees. All departments and practice groups 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 Stevens & Lee.
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 represented investment managers nationwide in all manner of claims related to the purchase and sale of securities and financial products. His clients include large broker-dealers, banks, Fortune 100 life insurance companies, directors and officers of public companies, registered investment advisers and individuals charged with violating federal or state securities laws.
As a trial lawyer, Bill 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 seminars for securities practitioners.
A dedicated and active member of many professional and community organizations, Bill has been a member of the Board of Directors of Tower Health since July 2020 and chairs the Governance Committee. Since 2012, Bill has been a member of the Board of Trustees of the Caron Foundation where he serves on the Executive Committee and chairs the Audit, Compliance and Risk Management 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, Member, Board of Directors
- Caron Foundation, Member, 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., 1991
- Dickinson College, B.A., 1983
Bar Admissions
- Pennsylvania
Court Admissions
- U.S. District Court for the Eastern District of Pennsylvania
- U.S. Court of Appeals for the Third Circuit
Licensing
- Series 7 FINRA license