Will Mcgough, Cfa Email & Phone Number

Watkinsville, GA, US

Overland Park, Kansas, US

• Oversee public, multi-asset investment platform for approx. 200 advisors across wealth and retirement
• Run, or advise on, over 300 asset allocation models
• Help educate, train, and inform advisors on investments rationale and market environment
• Responsible for ETF, CIT, and Mutual Fund security selection and manager research
• In the midst of modernizing investment platform through integration of software, APIs, data, and proprietary macro and market views to streamline operation & research

• Evolve Analytics is a full-service Capital Markets and Asset/Wealth management consulting practice, prior work:
• Evaluation & Remediation of leading Wealth/BD investment operation​ for Big 4 consulting firm
• OCIO for Allocation Models & Content for hybrid BD/RIA​ team
• 3(38) Investment Provider Oversight Process and Selection​ for PEP start-up
• Product Design & Provider Analysis for Retirement Expansion​ for ETF issuer
• QA & Risk Controls for PM oversight, ERISA + Legal Analysis​ for Managed Account Provider

• Benetic was a finTech startup aimed to own the desktop of a sophisticated Retirement Plan Advisor, helping streamline complicated Defined Contribution business by monetizing the software through co-manufactured and.
• Built narrative to drive business development and sales through investment content and collateral
• Developed code-base to rank and screen all Mutual Funds, CITs, and private vehicles for advisors based on the Morningstar Data Warehouse and API
• Led conceptualization of multi-asset solutions that leverage Private Equity and Private Debt structures inside CITs and Managed Accounts

Watkinsville, GA, US

• Key member of Senior Management team, Executive Management team, and Investment Committee
• Oversight of Investment Department operation, people, and performance. Results faced and met high expectations over all market cycles with transparent and concise reporting to investment committees, trustees, and.
• Successfully coordinated and built a full stack of technology to analyze every aspect of the retirement ecosystem, from glide path design, target date fund (TDF) architecture, strategic and tactical benchmarking.
• Coordinated the transfer of Intellectual Property to S&P Branded Index suite which effectively analyzes and benchmarks the entire TDF Industry
• Built Stadion's StoryLine "Funds in Plan" service from nothing in 2018 to over 200 plans and $200 million AUM in 2021, illustrated over 500 unique menus
• Designed and created full PM system and workflows speeding up custom 401k plan investment analysis and model creation to less than 30 seconds

Watkinsville, GA, US

• Primary architect of StoryLine, one of the industries first Advisor Managed Accounts, which was a benchmark-oriented asset allocation chassis that utilizes plan and participant factors to build custom asset portfolios.
• Oversaw the wealth/RIA operation behind prolific AUM growth of highly active tactical model resulting in average commission paid to Wall Street around $5m/year with over $100 billion notional traded from 2010-2015
• Helped Stadion achieve GIPS compliance verification and designed Stadion’s Best Execution reporting and analytics. Both of which, including relevant trade operation, cleanly passed two routine SEC audits
• Sole Responsibility for the largest single Institutional sale: $75m into the Trilogy Strategy from a Fund of Fund Mutual Fund in 2013

Watkinsville, GA, US

• Played a pivotal role in Stadion’s launch of Risk Based and Target Date Collective Investment Funds and Insurance Separate Accounts plus acquisition of Trilogy and Tactical Growth Mutual Funds
• Designed, built, and implemented procedures for accurate and successful monitoring and trading
• Key interface with all operational institutional partners: Wall Street, Custodians, Record-Keepers, Data Vendors, SMA/TAMPs, Broker Dealers, Product Providers, Transfer Agents, Fund Admins, Trustees, Advisors, ETF.

Watkinsville, GA, US

• Designed and oversight of 401kToolbox’s financial calculator, which was basis for successfully acquiring participants to sign up for Mange It For Me during one-on-one meetings
• Responsible for the daily monitoring of the Stadion Investment Model, trading client portfolios, performance reporting, composite construction & monitoring, and completing research projects
• Worked closely with IT in conceptualization, design, and implementation of in-house software and databases to ensure efficient and productive application of account management services, client management, daily client.

Bachelor Of Business Administration (B.B.A.), Finance, General

Education record