Ethos Financial Group, LLC
Bill Lane, CIMA®, is a seasoned financial professional with extensive experience in various leadership roles across multiple organizations. Currently, Bill serves as Co-Founder and Managing Partner at Ethos Financial Group, LLC, and as Co-Founder and CEO of Praktikant, Inc. Bill also holds a position as a Member of the Board of Advisors at Athena Private Capital and is an Investor at Aviridi. In previous roles, Bill has been a General Partner at Augusta Fermentation Qualified Opportunity Fund, L.P., and served on the Advisory Board for ZH Healthcare Solutions, LLC. Bill has notable experience as Managing Partner at Almanack Investment Partners, LLC, and as Managing Director at Wells Fargo. Educational credentials include a BA in Economics and Business from Lafayette College and an Associate's degree from Wharton Executive Education.
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Ethos Financial Group, LLC
Ethos Financial Group is an investment management, financial planning and wealth advisory firm serving individuals, family offices, and other institutional investors. At the core of Ethos are sound processes and dedicated people. Our practice is designed around tailored service and a driving desire to make a difference in the lives of those we work with. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Our advisers and managers come from diverse industry backgrounds, with unique experiences, that translates into a one-of-a-kind experience for our clients.