Will provides valuation services for asset holding companies that own a variety of asset categories, including marketable security investments, private equity and hedge fund investments, real estate, private note receivables, and other miscellaneous asset types. Will has worked on numerous valuation engagements providing fair market valuations for gift and estate tax planning and reporting, as well as internal corporate planning.
Prior to joining VSI, Will spent five years in the Institutional Investment Solutions group of SunTrust Bank where he provided comprehensive investment management services to private foundations, endowments, and trade associations across the U.S. After SunTrust, he spent two years at a real estate development and investment firm in Cincinnati, Ohio before returning to the Washington, D.C. area.
Will graduated from Virginia Polytechnic Institute and State University with a BS in Finance with a concentration in Investment Management. He is currently a CFA Level III Candidate and a member of the CFA Institute and CFA Society of Washington, D.C.
EDUCATION & CERTIFICATIONS
- Virginia Polytechnic Institute and State University, BS in Finance