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Principal
Louisville
Client Advisory
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
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