Bio

Will Montague is a Director for Cynosure Wealth Advisors. He leads a team to serve and support founders, wealth creators, closely held business owners and family offices, and serves as the primary conduit between the firm’s clients and the Cynosure Wealth Advisors team for a variety of pivotal research and implementation initiatives. Will has extensive expertise in private and commercial banking, corporate and leveraged finance, as well as client service, financial planning, and investment management. Will is passionate about leveraging the entirety of Cynosure Wealth Advisors capabilities to help deliver strategic, personalized and results-driven client experiences. Will has two decades of experience working in the financial industry. Will began his career in commercial lending and private banking, working within private banking and commercial lending at Brookline Bank, commercial banking at Boston Private, restructuring at Citizens Financial Group, the investment team at Falcon Investment Advisors (now Onex Falcon), and the UHNW practice at SVB Wealth. Will earned his master’s degree in finance from the New England College of Business and a bachelor’s degree in economics from the University of Massachusetts, Boston. He’s also a CFA® charterholder and a CFP® professional. Will grew up in the Boston area, where he spent countless hours playing basketball and lacrosse. He has an enduring love for the Boston Celtics, and his ideal day is one spent outside, on the court or the field, coaching youth sports.