As Managing Director at NewEdge Wealth, William brings extensive experience in structuring comprehensive investment and wealth management strategies for ultra high net worth families, private clients, and foundations. With a strong background in working with family offices, he is adept at creating tailored financial solutions to meet the unique needs of his clients.
Before joining NewEdge Wealth, William served as a Partner and Senior Wealth Advisor at Edge Capital, which he joined in 2014 following the merger with Glenmore Advisors, where he served as Founder and CEO. William was an equity owner and member of the investment committee at Convergent Wealth Advisors and served as Vice President with Morgan Stanley Private Wealth Management, where he helped establish the firm’s regional office in Atlanta.
William graduated cum laude with a BA in Managerial Economics from Hampden-Sydney College and earned an MBA in Finance and Accounting from Vanderbilt University’s Owen Graduate School of Management. He also completed the Alternative Investments Certificate program at The Wharton School of Business at the University of Pennsylvania and holds the Certified Investment Management Analyst® (CIMA®) designation.
Outside of work, William is deeply involved in the Atlanta community where he and his wife, Kappy, are active in various philanthropic endeavors. William enjoys beekeeping and cheering on the UGA Bulldogs with his sons Will and Jack, and daughter Caroline.
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