Will serves as a Managing Director at Geller Advisors. He has over 20 years of experience in the financial industry, with the last 10 years being focused specifically on working with families of multigenerational wealth.
Will joined Geller Advisors in 2021, where he leads a multidisciplinary team of subject matter experts in the delivery of integrated advice across all areas of wealth management—including investment consulting, tax, financial management, trust and estate planning, and philanthropy—to families with complex balance sheets and multigenerational wealth.
Prior to Geller Advisors, Will started an independent RIA family office where he served as a wealth manager to ultra-high-net-worth clients. Previous to that role, Will helped to establish the Denver office for Ascent Private Capital Management of US Bank, serving as a Managing Director. He was later appointed to lead national business development for the organization, helping to identity new clients who could benefit from the firm’s services.
Will received a Bachelor of Arts in Economics and Accounting from Hendrix College in Conway, Arkansas and a Master of Business Administration from the Fisher College of Business at The Ohio State University.
Contact Will at email@example.com