Bio

Will has been a portfolio manager since 1992 when he started at Merrill Lynch and became a partner at BHA in 2003. He became the firm’s CEO in 2012 and oversees the firm’s investment strategies. Will concentrates on longer-term investment strategy and equity selection as well as managing our in-house mutual fund. Will is a graduate of Williams College and is a Chartered Financial Analyst (CFA). He is an avid sailor and is the founder and a board member of the Jamie Boeckel Memorial Foundation, which supports ongoing efforts to promote safety at sea for younger sailors. Will is also a board member and treasurer of the Stamford Yacht Club. He resides with his wife and two children in Darien, Connecticu