Aug 2021 - Present
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Will T. Email & Phone Number
Public Equities Research Analyst
at
EFG Asset Management (EFGAM)
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Public Equities Research Analyst
Location
San Francisco Bay Area, United States, United States
Company size
Who is Will T.? Overview
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Quick answer
Will T. is listed as Public Equities Research Analyst at EFG Asset Management (EFGAM), a company with 149 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Will T..
Will T. previously worked as Growth Equities Research Analyst at Efg Asset Management (Efgam) and Investments Analyst at Shelter Insurance Companies. Will T. holds Dual Bachelor Of Science - Applied Economics, Biological Sciences from University Of Missouri-Columbia.
Company email context
Email format at EFG Asset Management (EFGAM)
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EFG Asset Management (EFGAM)
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Profile bio
About Will T.
I am a quality-oriented fundamental investor who thoroughly enjoys uncovering dynamic, productivity-enhancing companies. Interests: Soccer, Tennis, Trivia, Philosophy, Guitar, Violin
Current workplace
Will T.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Efg Asset Management (Efgam)
6 roles
Will T. work experience
A career timeline built from the work history available for this profile.
Investments Analyst
- Coverage included AVTR, BMY, DE, HAS, IQV, MMM, UCTT, VMW, VRTX- Private Equity, Venture Capital due diligence
Dec 2019 - Jul 2021
Portfolio Manager - University Of Missouri Investment Group
Aug 2020 - May 2021
Undergraduate Analyst, Deal Lead
Deal lead for 2% preferred equity Seed Round investment in agtech company Impetus Ag developing next generation biopesticides.
May 2020 - May 2021
Investor Services Intern
Exceeded client & management expectations by methodically resolving client & firm-wide problems at a fast pace.
May 2019 - Aug 2019
Assistant Instructor
Worked to create positive learning environments for classes of up to 23 students, ages 5-12, and nurtured creative learning mindsets while teaching fundamental ideas in engineering and physics.
May 2018 - Aug 2018
Team & coworkers
Colleagues at EFG Asset Management (EFGAM)
Other employees you can reach at efgam.com. View company contacts for 149 employees →
GS
Gabrielle Steele
Colleague at Efg Asset Management (Efgam)Greater Portsmouth Area, United Kingdom
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MT
M. Tre Vega
Colleague at Efg Asset Management (Efgam)San Antonio, Texas, United States, United States
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RM
Rosario Martínez-Castro
Colleague at Efg Asset Management (Efgam)Geneva Metropolitan Area, Switzerland
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M(
Mike (Mehdi) Yazdchi
Colleague at Efg Asset Management (Efgam)Greater London, England, United Kingdom, United Kingdom
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HW
Hilary Wakefield
Colleague at Efg Asset Management (Efgam)United Kingdom, United Kingdom
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DI
Dimitris Intziadis
Colleague at Efg Asset Management (Efgam)United Kingdom, United Kingdom
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JR
Jack Rawcliffe, Cfa
Colleague at Efg Asset Management (Efgam)London, England, United Kingdom, United Kingdom
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SA
Steve Angelos
Colleague at Efg Asset Management (Efgam)Zurich, Zurich, Switzerland, Switzerland
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CW
Chelsea Wiater
Colleague at Efg Asset Management (Efgam)Portland, Oregon, United States, United States
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XL
Xavier Linsenmaier
Colleague at Efg Asset Management (Efgam)Geneva, Geneva, Switzerland, Switzerland
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Gabrielle Steele
Colleague at Efg Asset Management (Efgam)Greater Portsmouth Area, United Kingdom
View →
MT
M. Tre Vega
Colleague at Efg Asset Management (Efgam)San Antonio, Texas, United States, United States
View →
RM
Rosario Martínez-Castro
Colleague at Efg Asset Management (Efgam)Geneva Metropolitan Area, Switzerland
View →
M(
Mike (Mehdi) Yazdchi
Colleague at Efg Asset Management (Efgam)Greater London, England, United Kingdom, United Kingdom
View →
HW
Hilary Wakefield
Colleague at Efg Asset Management (Efgam)United Kingdom, United Kingdom
View →
DI
Dimitris Intziadis
Colleague at Efg Asset Management (Efgam)United Kingdom, United Kingdom
View →
JR
Jack Rawcliffe, Cfa
Colleague at Efg Asset Management (Efgam)London, England, United Kingdom, United Kingdom
View →
SA
Steve Angelos
Colleague at Efg Asset Management (Efgam)Zurich, Zurich, Switzerland, Switzerland
View →
CW
Chelsea Wiater
Colleague at Efg Asset Management (Efgam)Portland, Oregon, United States, United States
View →
XL
Xavier Linsenmaier
Colleague at Efg Asset Management (Efgam)Geneva, Geneva, Switzerland, Switzerland
View →
2 education records
Will T. education
Dual Bachelor Of Science - Applied Economics, Biological Sciences
Education record
Parkway South High
FAQ
Frequently asked questions about Will T.
Quick answers generated from the profile data available on this page.
What company does Will T. work for?
Will T. works for EFG Asset Management (EFGAM).
What is Will T.'s role at EFG Asset Management (EFGAM)?
Will T. is listed as Public Equities Research Analyst at EFG Asset Management (EFGAM).
Where is Will T. based?
Will T. is based in San Francisco Bay Area, United States, United States while working with EFG Asset Management (EFGAM).
What companies has Will T. worked for?
Will T. has worked for Efg Asset Management (Efgam), Shelter Insurance Companies, University Of Missouri-Columbia, Aace Venture Fund, and Td Ameritrade.
Who are Will T.'s colleagues at EFG Asset Management (EFGAM)?
Will T.'s colleagues at EFG Asset Management (EFGAM) include Gabrielle Steele, M. Tre Vega, Rosario Martínez-Castro, Mike (Mehdi) Yazdchi, and Hilary Wakefield.
How can I contact Will T.?
You can use AeroLeads to view verified contact signals for Will T. at EFG Asset Management (EFGAM), including work email, phone, and LinkedIn data when available.
What schools did Will T. attend?
Will T. holds Dual Bachelor Of Science - Applied Economics, Biological Sciences from University Of Missouri-Columbia.
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