“It is important to me that Truepoint’s investment philosophy is based on academic research. We place a strong emphasis on doing what is right for our clients, and the evidence is clear that using a structured allocation with contingent rebalancing does truly benefit our clients over the long term.”
With extensive experience in the operations end of the financial services industry, Will is instrumental in striving to deliver exceptional service to Truepoint clients. Leading the client operations team, Will oversees the management of client portfolio data, reporting on performance, and developing processes that will ensure excellent client service across the board. “It is very satisfying to feel like I’m making valuable contributions to our clients’ experiences.”
Will graduated from Hanover College in Indiana with a bachelor’s degree in communications.
Outside of work, Will facilitates the budgeting and money management course at CityLink in downtown Cincinnati, a collaborative effort of several social service agencies working together under one roof to provide comprehensive support to clients working to break free from poverty.
Will is married with two children. He enjoys sports, running, vegetable gardening and being outdoors.