Back to All People

Client Advisory

Biography

Will is a Senior Associate in the Lafayette office. He is responsible for supporting the office’s client service, investment research, and operations.

Prior to joining Cerity Partners, Will served as an Associate at Jurika, Mills and Keifer. He joined the firm in 2021 and was responsible for a range of activities, most notably client service, investment research, and operations.

Education

  • B.A. in Economics from the University of California, Davis
  • B.A. in International Relations, with a specialization in World Trade & Development, from U the University of California, Davis
  • Completed a term abroad at the London School of Economics

Highlights

  • Played on the University of California, Davis Men's Lacrosse Club
  • Serves as the Defensive Coordinator for the Miramonte High School Men's Lacrosse Team

Connect with Will

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.