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William R. Urban, CFA, CFP®

Principal Emeritus

Bill retired from Bingham, Osborn & Scarborough in June, 2011 after a 16 year career at the firm. He served first as Portfolio Manager, becoming a Principal of the firm in 1999. Bill started the firm’s Silicon Valley office in 1998 and managed it for over ten years. He served as Co‐Managing Principal of BOS from 2007 through 2010. Prior to joining the firm in 1995, he had a 13‐year career with both IBM and Texas Instruments in marketing and financial management.

Education
  • AB in Biochemistry, Princeton University
  • MS in Civil/Environmental Engineering, University of Southern California
  • MBA, Stanford University
  • MPA, Harvard, John F. Kennedy School of Government
Highlights
  • William R. Urban is a CERTIFIED FINANCIAL PLANNER® certificant
  • William R. Urban, Chartered Financial Analyst
  • Member of the Town of Portola Valley Finance Committee since 1998
  • Member, Citizen’s Oversight Committee for the Portola Valley School District parcel tax
  • One of the founding families of the Peninsula charter high school, Summit Preparatory High School
  • Former Treasurer of the Community High School Foundation
  • Co-authored, with Dave Campbell, “Roth 401(k) and Roth 403(b) Accounts: Pay Me Now or Pay Me Later” – an article published in the November 2006 issue of the Journal of Financial Service Professionals, that details the costs, benefits and appropriate use of these accounts.
  • Published in Investment Advisor on the topic of ethical responsibilities of investment advisors
  • Recognized as one of the top 100 Independent Financial Advisers in the U.S. by Barron’s Magazine in 2008, 2009 and 2010.
  • Recognized as one of the top 25 wealth advisors in the Bay Area by the San Francisco Business Times in 2007
  • Served as a technical editor for Eric Tyson’s Personal Finance for Dummies (3rd, 4th and 6th editions) and Mutual Funds for Dummies (3rd edition)
  • Investment Committee member, Children’s Health Council (at Stanford)
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