Will is a Vice President at Evoke-ARIS, and has been working with wealthy families and institutional investors since 2011. He began his financial services career at Bradford & Marzec (now part of Tortoise Credit Strategies), a Los Angeles based fixed income asset manager, serving as a Research Associate and Quantitative Portfolio Analyst. Will joined the former Luminous Capital team at First Republic Investment Management in 2013 as a Client Service Associate where responsibilities ranged from general account maintenance to creating highly customized solutions to meet complex client needs. He helped launch Evoke in 2019.
Will received his BS in Finance from California State Polytechnic University - Pomona. He lives in West Los Angeles.