William Anfuso

William is a Partner in the Portland, Oregon office of Cerity Partners, where he focuses on founders, business owners, and ultra-high-net-worth families with complex financial lives. He helps clients make the most of their wealth in every form it takes. As a founder himself, William understands the decisions owners face long before a transaction, during a transition, and after liquidity. He works with clients early to clarify priorities, align other owners, coordinate planning, and connect them with the right professionals.

Before joining Cerity Partners, William founded Cordant Wealth Partners, a Portland-based registered investment advisor focused on equity compensation, deferred compensation, concentrated stock, and integrated tax planning for technology executives and senior employees at publicly traded companies. He began his career at Morgan Stanley, where he built and led teams serving executives, entrepreneurs, and business owners. He is also the founder of Antifragile Quotient (AQ), a business advisory and executive coaching firm.

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