Head of Sales
Will earned his Bachelor of Arts degree from Stanford University and holds the FINRA Series 65 license. He has more than 38 years of experience in the investment management and financial services industries. Prior to joining Mercer Advisors, Will was founder and CEO of 21st Financial, Inc., a commodity trading advisory firm. He also has served as Senior Portfolio Manager at Payden & Rygel, a global investment management firm and as Vice President at Union Bank, responsible for the Asset Liability Management Department. As Executive Vice President, Head of Sales, Will is responsible for managing the Regional Vice President position nationally and implementing Mercer Advisors sales strategy with key strategic partners. He is also a member of the Mercer Advisors Investment Committee.