William Lenz received his B.S. in Psychology from the University of Illinois in 1973 and obtained a Certified Investment Analyst designation from the Wharton School of Business in 1997. For the last 31 years William J. Lenz has worked at Smith Barney where he and his business partner have assembled a team that specializes in wealth management, legacy planning, credit, and liability management. They currently advise high net worth clients with assets approaching $ 1 billion. Their Wealth Management Division eventually merged with Citigroup Global Markets. Lenz’s titles include Director of Wealth Management, Citigroup Global Markets, 2008-present; Senior Advisor, Citi Family Office, 2000-present; Senior Institutional Consultant, Citigroup Global Markets, 1995-present; Partner, Chicago Group at Smith Barney, 1995-present, and Advisor, Smith Barney/Citigroup Global Markets, 1977-present. Lenz was also President of Ambitious Productions Inc., 1999-2006. Lenz serves as Finance Chairman for Provena Mercy Medical Center, 2008-present; Board Member and Secretary for Provena Mercy Medical Center, 2005-present; LAS Alumni Relations Board member, University of Illinois, 2005-present; and as a member of the Illinois Public Pension Fund Association, 1994-present.