As a Private Wealth Advisor, Will focuses on serving ultra-high net worth families and select institutions, including foundations and endowments. He has been in the industry since 2014 and takes great pride in developing meaningful relationships with clients and their families while helping them with every aspect of their financial lives. Will has an MBA from the Tuck School of Business at Dartmouth and a BA from Dartmouth College where he played football. He has also earned his CFA Charter and holds his Series 3, 7 and 66 licenses. Outside of the office, Will is an Alumni Board Member at St. Sebastian's School, a Young Leader of the Ireland Funds America and is involved with Big Brothers Big Sisters of America.