“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.”
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 communication.
Outside of work, Will serves as North Avondale Montessori’s SAY East Soccer District Representative and spends time coaching various youth sports. He is married with three children and enjoys sports, running, vegetable gardening and being outdoors.