As a senior equity research analyst, Will is responsible for maintaining and monitoring the private wealth management department's equity working list of stocks. He also provides equity analysis for the division’s portfolio managers and various committees. He has more than 10 years of experience in the financial services industry. Will attended the University of Kansas, where he earned a bachelor’s degree in psychology. He attended graduate school at Avila University, earning a Master of Business Administration with an emphasis in finance.
As a senior equity research analyst, Will is responsible for maintaining and monitoring the private wealth management department's equity working list of stocks. He also provides equity analysis for the division’s portfolio managers and various committees. He has more than 10 years of experience in the financial services industry. Will attended the University of Kansas, where he earned a bachelor’s degree in psychology. He attended graduate school at Avila University, earning a Master of Business Administration with an emphasis in finance.