Bill O'Brien, n/a (he/him/his)

Managing Director/Corporate Client Group Director/Financial Advisor
Morgan Stanley
Chicago, IL

Bill has been focusing on ESOPs and capital markets since 1989. He is Co-head of The ESOP Group at Morgan Stanley, assisting business owners and corporations, including several in the Fortune 100, in areas such as corporate liquidity transactions, business succession planning, retirement plan design, and employee financial education. Of particular note is his experience in assisting business owners that have completed or are contemplating an ESOP, understanding the complexities of Internal Revenue Code Section 1042, leveraging equity risk management, and tax advantaged strategies. Bill has successfully completed over 450 ESOP transactions.

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Presentation(s):

• Life Cycle of an ESOP: Case Study

  Wednesday, April 8, 2026
  10:45 AM - 11:45 AM CDT