Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.

Will has been working with wealthy families and institutional investors since 2011. He began his financial services career at Bradford & Marzec (now part of Tortoise Credit Strategies), a Los Angeles based fixed income asset manager, serving as a Research Associate and Quantitative Portfolio Analyst. Will joined the former Luminous Capital team at First Republic Investment Management in 2013 as a Client Service Associate where responsibilities ranged from general account maintenance to creating highly customized solutions to meet complex client needs. He helped launch Evoke Wealth in 2019.Will received his BS in Finance from California State Polytechnic University - Pomona. He lives in West Los Angeles.

Complete monthly and quarterly client and consultant reportsAssist with presentations and ad hoc research projectsClient and consultant database management and maintenance Provide daily reports and analytics to portfolio managers and tradersAssist in providing performance attribution reports for individual accounts and compositesManage and maintain in-house database