Will works with clients to educate and help them navigate a variety of investment topics. He approaches each relationship with a focus on custom advice and client service to help clients achieve their investment goals.
Boston
Will works with clients to educate and help them navigate a variety of investment topics. He approaches each relationship with a focus on custom advice and client service to help clients achieve their investment goals.
Joined Meketa in 2017
Previous role:
Other responsibilities at Meketa:
Will loves spending time with his wife and children. He enjoys cooking for family and friends and cheering on Boston sports teams.