Will is Managing Principal and a founding partner of Capital Strategies Investment Group.
He leads all aspects of the business enterprise, overseeing investment research and strategy, business technology and operations, business development, strategy and client service. Will leads the Firm’s Investment Committee and directs the development of our economic and financial market outlook.
Will advises our corporate and non-profit clients on their retirement plans, endowments and reserve accounts. He conducts risk assessments, develops custom investment policies, and works with the research team to develop and deliver client performance results and strategies, including: plan management and design strategies, portfolio/menu construction, investment manager selection, and Liability Driven investments.
With over 25 years of experience in the investment advisory business, he has worked with numerous well‐recognized Fortune 500 companies developing sophisticated investment plan solutions. Before starting Capital Strategies, Will spent 5 years with the institutional team at a major financial services firm, and spent 13 years at two national consulting firms developing retirement and investment solutions.
Will is an Accredited Investment Fiduciary (AIF®) and a non-practicing Certified Public Accountant. He received his B.B.A in Accounting from Loyola University and completed graduate level coursework at The University of Chicago Booth School of Business.
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