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Bill Lane, CIMA®
Managing Partner at Ethos
Bill Lane, CIMA®, is a prominent financial professional currently serving as a Member of the Board of Advisors at Athena Private Capital, a firm that focuses on early-stage investments in clean energy and environmental technology sectors.12
Professional Background
- Co-Founder & Managing Partner: Bill is the co-founder and managing partner of Ethos Financial Group, LLC, where he leads client services for family offices and institutional clients, providing strategic counsel to families and entrepreneurs.13
- Investor: He is also an investor at Aviridi and has held various roles in investment management, including general partner at Augusta Fermentation Qualified Opportunity Fund, L.P..12
- Previous Experience: His extensive experience includes positions at major financial institutions such as Credit Suisse and Deutsche Bank Alex. Brown, where he served in various capacities over more than a decade.12
Education and Certifications
- Bachelor's Degree: Bill holds a BA in Economics and Business from Lafayette College.
- Certifications: He is a Certified Investment Management Analyst (CIMA®), which he obtained from the Investments & Wealth Institute in November 2016.12
Bill Lane's expertise lies in providing tailored investment strategies and advisory services, making him a valuable asset to Athena Private Capital's advisory board.
Highlights
Mar 3 · files.klgates.com
[PDF] AIMA U.S. BRIEFING AND REGULATORY UPDATE — NEW YORK