Will is passionate about markets and investing and helping clients achieve their long-term objectives.

His areas of expertise include portfolio construction and analysis, manager due diligence, and asset allocation optimization. He has extensive experience in the development and management of discretionary investment strategies, along with detailed equity, fixed income, and alternative investment analysis.

Prior to joining Mark’s team in 2016, Will worked for SunTrust Investment Services in a similar capacity. Earlier in his career, he played an instrumental role in growing his family’s health and wellness company from startup to established business. He has also worked as a cost analyst for QinetiQ North America and its client, the U.S. Department of Defense.

Will graduated summa cum laude from Auburn University with a double major in economics and finance and later earned an MBA with a concentration in finance from the University of Cambridge in England. 

Will has also earned the Chartered Financial Analyst® (CFA) designation and is a Certified Financial Planner™ Professional (CFP®).  Furthermore, as a Certified Plan Fiduciary Advisor (CPFA), Will demonstrates the knowledge, expertise, and commitment to working with retirement plans.

Originally from Alabama, Will now lives in Somerville, MA, with his wife Amy and daughters Sophia and Cora.