Client Advisory

Biography

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

Education

  • B.A. in Finance from the University of Kentucky

Highlights

  • Chartered Financial Analyst

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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.