Research Associate and Trading Assistant
William serves as a Research Associate and Trading Assistant at The Wealth Consulting Group. He joined the firm two months before graduating from the University of Nevada, Las Vegas, with a finance major. In college, he was the Director of Philanthropy and the Assistant Treasurer of the Financial Management Association. He was also a part of the First Generation Club, Real Estate Club, and UNLVolunteers. At WCG, he will assist the Trading Manager and the CIO with updating models, systems, spreadsheets, and provide analytics for advisors using MorningStar and Riskalyze.
In his free time, William enjoys playing basketball competitively, hiking, and spending time with family and friends. William is married to his wife, Rhoda, and has one daughter, Taylor.