Bill is a Shareholder on the IT Risk Advisory Services team. He has more than a decade of experience providing high-quality consulting, advisory and auditing services to clients across various industries, particularly in healthcare, technology, financial services, higher education, professional services and energy.

Bill leads the Third Party Risk Management (TPRM) practice at Schneider Downs in program design, execution, and innovative and strategic solutions. The TPRM team performs external assessor due diligence services on behalf of 6 Fortune 100 companies on a regular basis to ensure their supply chain security follows industry best practices. The team has performed thousands of third party risk assessments and prides itself on the quality, accuracy and integrity of its services. Additionally, the practice performs ad hoc TPRM SIG and SOC reviews, capabilities and maturity assessments, custom builds and tailors programs, provides external executive education and training, acts as risk and security officer’s on behalf of its clients and supports programs through customized GRC implementation and enhancement.

In addition to the aforementioned TPRM services, Bill directs and leads client engagement teams within the full suite of our Cybersecurity Governance, Risk and Compliance services. His specialties include SOC reporting, HIPAA, HITRUST, ISO 27001, GLBA, NIST 800 Series, CIS Cloud Security Controls, organizational policy development, and IT general control testing.


B.S.B.A.- Information Systems Management, Duquesne University

Professional and Community Involvement

President—Information Systems Audit and Control Association (ISACA) Pittsburgh Chapter

Member—ISACA, IIA, InfraGard and Shared Assessments, Third Party Risk Association and Global Resilience Foundation

IT Advisory Committee Member—Robert Morris University

SIG and Regulatory Compliance Committee—Shared Assessments

Member – Shared Responsibility Working Group—HITRUST Alliance

Certified Information Systems Auditor (CISA)—ISACA

Certified Third Party Risk Professional and Assessor (CTPRP and
CTPRA)—Shared Assessments Program

Certified Common Security Framework Practitioner (CCSFP)—
HITRUST Alliance

Certified Lean Six Sigma Yellow Belt

Wish Granting Volunteer—Make-A-Wish Greater Pittsburgh and WV

Graduate—Leadership Development Initiative (LDI) Class of XXIX, Pittsburgh

LOB Board Member—Sarah Heinz House


Do you have a hobby/personal passion? 
All things food. I love to eat, cook, dine out, talk about food, plan elaborate food events, and share in all food cultures. I also have a poorly kept secret in my PGH-food-focused Instagram page, @pghfooddude.

What was the best advice you’ve ever received? 
Always do the right thing

Who is your role model?
My dad.

What was your childhood dream?
My childhood “dream” changed every year growing up. The one constant was that I always wanted to have a family.

If you could go back in time, what advice would you give your college self? 
Fail faster and be like a goldfish.

People would be surprised to know that I… 
My family moved states 7 times before I was in 6th grade.

What is the best or most interesting thing about your career? 
The best part is the connections and relationships I’ve built.

What was your first job? 
Day camp counselor

Do you have a “motto”? (spoken or unspoken)
One of my favorite mottos that I took from the book Tools of Titans, by Tim Ferriss is, “I am forever forward. No hurry, no pause.” This motto helps me see that when you rush, time shrinks. When you’re relaxed and focused on the present, time expands.

When you have an hour of free time, what do you like to do?
Exercise. I have to keep moving to keep pace with my kids and appetite.

Do you have advice for young professionals? 
Always be authentic. Lean into obstacles. Chase the struggle to grow.

Our Thoughts On


Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.

Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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