Will joined Crestwood in 2024 as a Client Service Associate on the Wealth Management Team. In June 2026, he transitioned to the role of Investment Associate, joining the Portfolio Management Team to support trading and investment responsibilities.
Will graduated from the University of Richmond in 2023 with a major in Business Administration and Finance, and a minor in Leadership studies.
He is originally from Minneapolis, Minnesota and currently lives in South Boston, Massachusetts. He loves spending time with friends and family, playing men’s league hockey and other recreational sports, and keeping up with all things Minnesota sports.


