Client Relationship Specialist
A 2016 graduate of Hamilton College, Will started his career at Salisbury School in Salisbury, CT where he taught English Literature and coached cross country, wrestling, and crew. After brief stints as a fly-fishing guide and ski instructor in Bozeman, MT and Aspen, CO respectively, Will entered the world of financial services at Charles Schwab in Denver, CO. He concluded his three-year tenure as a Senior Specialist on Schwab’s High Net Worth Active Trading team and joined FFG in 2021.
When he is out of the office, Will enjoys fly-fishing, skeet shooting, and perfecting his pizza-making craft. He lives in West Hartford, Connecticut – a few blocks from the office.
Q&A
What brought you to wealth management as a career?
I come from two-generations of successful wealth managers. Sometimes it seems like our clients remember more about my childhood than I do!
What’s the best advice you’ve ever been given?
“Keep trying. Stay humble. Trust your instincts. Most importantly act. When you come to a fork in the road take it.” Yogi Berra
What’s most fulfilling about your work?
Helping clients handle an important aspect of their life that they find confusing and bewildering.
What’s your ideal day outside the office?
I wake up early on a chilly spring morning with a hot coffee and an egg sandwich from Dunkin. The coffee kicks in on my drive to a secret fishing spot on the CT shore where my buddies are waiting in the parking lot. We catch Stripers on the fly until our hands are sore and our noses are burnt. The days ends with a hazy IPA at Stony Creek Brewery.
What is your favorite food?
Tough one. My Gigi’s linguine and clams or an eggplant pie from First and Last in Hartford.
