William McAllister serves as a Portfolio Analyst for Seacoast Wealth Management. In his role, William supports the Portfolio Management team in the development and execution of investment strategies. In addition, William works closely with Trust Officers, Financial Planners and Wealth Advisors to meet the needs of our clients.
William comes to Seacoast from Houstoun Capital Management, a Registered Investment Advisor in the Washington, D.C. area. He has a B.A. in History from the University of South Carolina, an M.S. in Finance from Johns Hopkins University, and is currently enrolled in the CFA Program as a Level III Candidate. William lives in West Palm Beach with his wife, Bridget, and enjoys playing golf and tennis as well as spending time on the water.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit