In 2019, Will was engaged as an advisory director to help drive Charlesbank’s sourcing efforts, evaluate new investment opportunities and grow equity value across the portfolio, with a particular focus on financial technology and services.
Will served as global head of business development for all institutional businesses at Merrill Lynch, focusing on principal investments and strategic acquisitions across financial services, financial technology, market structure and information services. He then moved to Citadel LLC as managing director and global head of principal investments, with a similar focus. In his next role as operating partner at Welsh, Carson, Anderson & Stowe, Will helped lead all areas related to fintech investing, from sourcing to portfolio company management and active board participation.
A native of St. Louis, Will has two children and lives in Manhattan. He sits on several boards and is involved with non-profit organizations including Fabretto Children’s Foundation and The City Parks Foundation. Will and his children are avid fans of the Cardinals and the Blues and enjoy tennis, music and the outdoors.
Georgetown University – BS in Mandarin, economics and Asian studies
Columbia Business School – MBA
Advisory Directors are business executives or industry experts well-known to Charlesbank who participate in specific activities that arise in their areas of expertise, including fund and portfolio company advisory services. They are independent advisors who provide consulting services to Charlesbank, its funds and its portfolio companies at varying levels of engagement.