William joined Edge in 2014 following the merger of Edge and Glenmore Advisors, where he served as Founder and CEO.
As a Partner and Senior Wealth Advisor with Edge Capital, William brings significant experience working with family offices as well as structuring comprehensive investment and wealth management strategies for both private clients and foundations.
Prior to joining our firm, William established the first Atlanta office for Convergent Wealth Advisors, where he was an equity owner and member of the firm’s investment committee. He was also a Vice President with Morgan Stanley & Co. Private Wealth Management and helped establish the firm’s regional office in Atlanta.
William graduated cum laude with a BA in Managerial Economics from Hampden-Sydney College and earned an MBA in Finance and Accounting from Vanderbilt University’s Owen Graduate School of Management. He completed the Alternative Investments Certificate program at The Wharton School of Business at the University of Pennsylvania and is a Certified Investment Management Analyst® (CIMA).
Among his many interests outside the workplace, he is a certified Kansas City Barbecue Society judge and has been beekeeping for over a decade.
