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Bill Stein

Chief Financial Officer


Bill Stein leverages his passion and expertise in running small-to mid-size organizations to ensure Solomon McCown&’s successful balance of exceptional service, integrity and profitability.

As CFO of SM&, Bill’s operational and financial acumen plays an integral role in steering the course of the firm and in training staff in solid principles of maximizing resources, both financial and human, while achieving and maintaining exceptional client satisfaction and retention.

Before joining Ashley and Helene in launching the firm, Bill brought his analytical and managerial skills to bear for a range of private organizations, many with social causes. He worked 10 years as CFO, Treasurer and later President of Integral Resources, a leading telemarketing company that organizes fundraising for political candidates and mission-focused organizations, including the Special Olympics and Planned Parenthood Federation of America. Prior to Integral, he was the Director of Finance & Administration for the Nobel Peace Prize-winning organization International Physicians for the Prevention of Nuclear War. His career includes experience with a number of healthcare and consumer-oriented organizations as well, including Inhalation Therapy Services and Commodore Seafoods.

Bill received his B.S. in Business Administration from Boston University.