Will joins Cindy Raney & Co. following a successful 13 year career in banking. Will’s focus during his tenure in banking included: financial analytics, process optimization, business strategy and product development in the Ultra High Net Worth (UHNW) wealth management sector. Most recently, Will was a Vice President of Portfolio Services Global Analytics with FactSet, a worldwide leader in integrated data and software. In his role, Will oversaw the business growth and evolution of the firm’s Fixed Income Analytical Services division, leading it from a $4mm enterprise to a $32mm+ multi-asset class solution in just over five years. Will is a Chartered Alternative Investment Analyst (CAIA) Level II Candidate.
He graduated from The University of Connecticut’s MBA program in 2012 with a 4.0 GPA and a concentration in Finance. Based on Will’s academic achievements, he received recognition and membership into the Beta Gamma Sigma honor society. Will’s outside interests include both rowing and CrossFit, the latter of which he has been a fitness coach for clients since 2012. His passion for woodworking and home renovations have helped Will develop a keen eye for low cost, high impact real estate projects which allows him to provide guidance and advice for clients during their home buying or selling experience.