Our Team

William Smith

Client Service Specialist

William Smith is a Client Service Specialist in the Midwest Region, where he assists advisors and high net worth individuals, families, and institutions in addressing their personal and family wealth needs and goals. William brings over 6 years of financial services experience to his role having held positions in mutual and hedge fund accounting and previously as a senior analyst, in fixed income portfolio management and trading.

He is a dedicated and organized problem solver. He has served clients and institutions in a professional and timely manner and is constantly learning to better serve people in their various personal and financial needs.

William graduated from Ohio University and holds a Bachelor’s Degree in Business Administration with a focus in Finance.