Bill Marshall

Practice Manager/Chief Financial Officer

Raised in the Laurel Mountains of Western Pennsylvania, Bill worked weekends and summers on his grandfather’s tree farm. When possible, he hiked Forbes Trail reflecting on what it would have been like to march the trail with George Washington en route to Fort Ligonier, and then on to capture Fort Duquesne (Fort Pitt) in 1758 during the French and Indian War.

Bill is an Eagle Scout, and as a youth completed a 50-mile hike in one day, and many canoe and camping trips in the mountains of Pennsylvania and at Philmont Scout Ranch in Cimarron, New Mexico. Over 50 years, Bill served Scouting in a number of leadership roles including Assistant Scoutmaster in Philadelphia’s inner city, Vice Chairman, Finance of the DuPage Area Council in Chicago’s suburbs, and Finance and Membership Chair of the Rocky Mountain District of the Longs Peak Council. In 1999 he was named a Distinguished Eagle Scout. 

During the Vietnam era, Bill served five years in the US Navy as a Lieutenant, Naval Flight Officer and Mission Commander in the P-3 Orion anti-submarine aircraft, flying anti-submarine patrols in the North Atlantic, Mediterranean, Caribbean and Gulf of Mexico.

Bill is an industrial engineering graduate of Lehigh University, attended the Wharton Graduate School of Business and is a graduate of the Harvard Business School’s Advanced Management Program. 

After the Navy, Bill joined the international banking department of The First National Bank of Chicago (now JPMorgan Chase), and served in the bank’s Asia Pacific region, including three years living in Korea where he headed lending at the Seoul, Korea Branch.

In 1980 Bill became Assistant Treasurer-International of Nalco Chemical Company, a $2.5 billion Fortune 250 global water treatment company. A year later, he was promoted to Corporate Treasurer. In that capacity he built and led a world-class global Treasury for Nalco. He started and served on the Boards of several of Nalco’s international companies. 

With his wife and daughter, Marianne, he founded, and for twelve years owned and operated The Meadows Farm, Ltd.—a 54-stall, hunter-jumper and dressage equestrian training facility in Hawthorn Woods, Illinois. 

Bill volunteered and taught stock and mutual fund investing at Parkland College using the powerful ideas in his books. Bill is a strong believer in educating young people in how to gain their economic freedom by becoming millionaires for as little as $3.36/day.

Among other volunteerism over the years, Bill led fundraising and was chief administrative officer for the Golden Gate Canyon Volunteer Fire District in the mountains above Golden, Colorado. He also served as the Chief Financial Officer for American Legion Post 119 in Estes Park, CO as they raised over $300,000 to restore their historic headquarters building.

Bill is an Associate member of the Western Writers of America.

In 2002, Bill published his first book, Rich Shareowner, Poor Shareowner™ which the highly regarded Stock Trader’s Almanac: 2003 named one of the “Year’s Top Investment Books.” In 2005, Stock Trader’s Almanac: 2006 named Bill’s second book, Money Ain’t Free: The True Cause of the Crisis in Corporate Responsibility as one of that “Year’s Top Investment Books.” Bill is currently working on a third book, Rediscovering Free Enterprise: Freedom's Imperative.

His principal current project is helping Marianne and the Front Range Equine Team build their business and help manage the rehabilitation facility.