3 weeks ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Vice President,
Financial Advisor
CAPTRUST welcomed Will to the firm in 2021. He draws on his 17 years of experience in the industry to provide investment advisory services to individuals, families, and institutions. Will strives to understand every client’s specific situation to construct tailored financial plans while executing a sound investment strategy.
Will joined us from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a financial advisor. Prior to Genovese Burford & Brothers, Will was vice president and financial consultant with Fidelity Investments. He earned a Bachelor of Arts degree in economics from the University of California, Davis.
A Sacramento native, Will loves raising his children in the region. He also enjoys running, RVing, saltwater fishing, boating, reading, and cooking in his free time. Will has a special place in his heart for local foster children—he used to be one, and now he has adopted and welcomed one into his family.
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