Will Bergman is a relationship management associate based in Charlotte, NC.

Will joined CAPTRUST in 2025. He supports William Blair and team in daily operations and contributing to his business development initiatives.

Prior to joining CAPTRUST, Will interned in Richmond, Virginia at a private wealth management office, gaining valuable experience in financial planning and client service.

Will earned his Bachelor of Arts degree in economics from the University of Virginia in 2025. He is currently pursuing the Certified Financial Planner (CFP®) designation.

Outside of work, Will enjoys spending time with his family and friends, taking walks, fishing, golfing, and going to concerts.