William joined the team in 2015 as an analyst primarily supporting the trustee-directed practice, including hospital investment pools, endowments and foundations. A highly motivated and energetic individual, he is currently a Level 1 Candidate in the Chartered Financial Analyst (CFA) Program.
William graduated from the University of Georgia with a B.S. degree in Finance. When not working or studying, he enjoys spending time with family, traveling with friends, and playing golf.