Will joined Future You Wealth in 2024 after a 10 year career in the wealth management industry. Prior to joining Future You Wealth, Will was most recently at Capital Group within their Private Client Services division, where he worked primarily with ultra high net worth families, foundations and endowments. Before Capital Group, Will worked at Fidelity Investments and BNY Mellon.
Will earned a BS in finance and economics from Providence College and holds a Certificate in Financial Planning from New York University. He is also a CFP® professional.
Will is originally from the Midwest but has been in New York City since 2016. In his free time, he enjoys traveling, hiking, snowboarding, and golfing.
