Wealth Portfolio Analyst
Assistant Vice President
William serves as a Portfolio Analyst for Seacoast Wealth Management. In his role, William works in collaboration with 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 is a CFA Charterholder and an active member of the CFA Society of Tampa Bay. He has a B.A. in History from the University of South Carolina and an M.S. in Finance from Johns Hopkins University. Originally from Washington, D.C., William lives with his wife and daughter in St. Petersburg and enjoys playing golf and tennis as well as spending time on the water.
1. The Chartered Financial Analyst® (CFA) credential is the most Respected and widely recognized investment management designation in the world.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit