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Will is a Principal in the Louisville office, where he designs and oversees public and private portfolios for clients of the Family Office practice.
Prior to joining Cerity Partners, Will served as an Investment Advisor at ARGI Financial Group. Before ARGI, he was the Manager of Research for alternative investments at a Boston-based multifamily office where his team was responsible for facilitating the entire manager diligence process, including sourcing, underwriting, and monitoring across all asset classes. Within the firm’s generalist framework, Will led searches across various sectors and exposures including real estate debt, oil and gas, banking, and specialty finance. In addition to research, he also worked with some of the firm’s largest clients in
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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