Title:Investment Operations Manager
Education:Loyola University Chicago, MBA; Randolph-Macon College, BA
Based in the Firm’s headquarters in Richmond, Will serves as the Investment Operations Manager in Cherry Bekaert’s Wealth Management group.
Will began his career in the consumer lending sales for Wells Fargo before joining the Federal Reserve Bank of New York in 2010. He has extensive experience in income trading and settlements, having been a key member of open market operations for the implementation of monetary policy as well as the issuance and secondary market trading of U.S. Treasury securities.
- Registered Investment Advisor Representative