Investment Analyst & Fixed Income Trader
Will has been a member of the Telemus team since 2012. As an Investment Analyst, Will develops investment recommendations for the Chief Investment Officer and the Investment Committee. He also serves on the Investment Committee, performs due diligence for model investments, and manages allocation of investment portfolios. Will oversees investment selection for 529 Plans, 401(k) and other employer retirement plans. As Fixed Income Trader, he executes purchases, sales, and block orders.
Will graduated summa cum laude from Wayne State University with a Bachelor’s of Science in Business Administration and Finance. Will is a golf, snowboarding, and nature enthusiast, and he enjoys the Michigan great outdoors no matter the season.
Email Address: firstname.lastname@example.org