Will serves as a Managing Director at Geller. He brings over 20 years of experience in the financial industry, with the last 12 years specifically focused on working with families of significant, multigenerational wealth.
Will delivers integrated wealth management advice to individuals and families with complex balance sheets. He collaborates with Geller Advisors’ multidisciplinary team of subject matter experts to provide highly customized, strategic advisory that encompasses investments, tax, financial management, trust and estate planning, and philanthropic and gifting strategies.
Prior to joining Geller, Will established an independent RIA family office where he served as a wealth manager to ultra-high-net-worth clients. Previous to that role, Will helped launch the Denver office for Ascent Private Capital Management of US Bank, where he served as Managing Director and opened the Denver location before being appointed to lead national business development for the organization.
Will recently served on an expert panel at the Annual Advanced Family Law Institute Conference in 2022, advising on financial implications and operational challenges that can occur in ultra-high and high-net-worth divorces. He received a Bachelor of Arts in Economics and Accounting from Hendrix College and a Master of Business Administration from The Fisher College of Business at Ohio State University. He’s a Certified Private Wealth Advisor (CPWA) in progress for 2023.