Will services institutional clients by providing advice and guidance on the manager search process, fund selection for portfolios and overall investment management. Prior to joining the firm in 2026, he served as an Investment Director at Cambridge Associates and spent seven years at Bank of America as an Institutional Portfolio Manager.
Will earned his MBA from Georgetown University and graduated with a BS degree from the University of Rhode Island. He is a CFA® charterholder. In his free time, he enjoys playing music, hiking and chess.
