Will serves clients as a Senior Financial Advisor and is the Chairman of the Board at EDGE. His responsibilities include working with the team to develop the firm’s investment philosophy and outlook, identify attractive investment opportunities for clients, and allocate the resources of the firm to ensure our clients receive the highest level of service. He communicates our thinking on economic and investment matters to our clients and the community. Will was named in Forbes Best-in-State Wealth Advisors in 2021, 2022 and 2023.
He was born in Tulsa where his father built an engineering-focused technology company before moving it to Atlanta where Will grew up. From a young age, Will was surrounded by entrepreneurs working in his parents’ businesses. Learning values and work ethic within a family business, he joined Goldman Sachs after college where he led asset allocation and manager selection for a significant investment team while also earning the Chartered Financial Analyst (CFA®) designation before becoming a co-founder of EDGE.
Will loves learning the stories of entrepreneurs like his father and mother, and how these people came to be where they are. He also has a passion for studying trends and understanding the effects of current events on global markets. He and our team visit the countries where we invest and strive to view their economic situations through the appropriate cultural lenses. Will has had the good fortune to visit many countries in Central and South America, Eastern and Western Europe, and Asia. When not talking about markets, he loves to cook and dabbles in various styles.
Will is a member of the Board of Trustees at the Atlanta History Center and serves as Chair of its Investment Committee. He is also a member of Young Presidents’ Organization (YPO) in the Southern 7 Chapter. In his downtime, Will enjoys spending time with his wife, Corinne, and chasing his son, Clayton, and daughter, Natalie, around the playground.