$5+ trillion
In invested assets globally
As of 11/07/2023
The strength of your business is reflected in the dedication of your employees. When it comes to administering your equity compensation plans, it's more important than ever to have the right advisor at your side. Whether we're advising a new professional or your most seasoned senior executive, we provide equity plan services, financial wellness solutions and personalized advice and education across your company.
Senior Vice President–Wealth Management
Will has spent his entire career focused on serving the needs of private and publicly held corporations and their executives. He currently leads the team's corporate effort with a narrow focus on educating participants and implementing their equity compensation plans. With over 20 years of experience assisting corporate clients with directed share programs, equity compensation administration, executive financial services and wealth management, he has a unique perspective on the inner workings of the corporate client.
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$5+ trillion
In invested assets globally
As of 11/07/2023
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