How Will Can Help You

Will is an Associate, Wealth Advisor with Cresset. He understands that operational excellence is vital to a client’s reassurance and strives to provide accurate performance data across a wide array of investment strategies.

What Makes Will Knowledgeable

Will joined Berman | Cresset in 2020 as an Investment Reporting Associate. Prior to Berman | Cresset, Will completed an internship at Concourse Capital Management where he focused on fund operations and equity research. Will graduated from Kennesaw State University with a Bachelor of Business Administration in Finance in 2020.

Getting to Know Will

Away from the office, you may find Will enjoying time outdoors, playing basketball, and spending time with friends and family.