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.1 2

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.1 3
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..1 2
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.1 2

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 2016.1 2

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.