Will has a career spanning over two decades across the asset & wealth management, capital markets, retirement, and technology spaces. As an early adopter of ETFs and creator of Defined Contribution Advisor Managed Accounts, his realm ranges from investment strategy, portfolio design and attribution, and manager due diligence to efficient operational implementation. After a tenure as Stadion’s Chief Investment Officer of Retirement strategies he formed Evolve Analytics to work with finTechs, FAs, RIAs, and Asset Managers in addition to being a Subject Matter Expert for one of the top 4 U.S. consulting firms. Most of all, Will enjoys keeping a Fiduciary-First mantra while working with advisors to help solve the unique challenges facing their investors.
He received a BBA in Finance from the University of Georgia and holds the Chartered Financial Analyst designation. He is a member of the CFA Institute, the CFA Society of Atlanta, and the National Eagle Scout Association. He and his family live near Athens, GA, where life is busy with two teenage daughters, one who is a competitive tennis player and the other who already has her black-belt in taekwondo!