About William
William (Will) joined Focus Partners Wealth in 2026, bringing expertise garnered from his work at Kovitz and Telemus, where he had been since 2012. In his previous role, Will developed investment recommendations for the Chief Investment Officer and the Investment Committee. He also served on the Investment Committee, performed due diligence for model investments, and managed allocation of investment portfolios. Will oversaw investment selection for 529 Plans, 401(k), and other employer retirement plans. He also executes purchases, sales, and block orders.
Will is a golf, snowboarding, and nature enthusiast, and he enjoys Michigan’s great outdoors no matter the season.
Education and Professional Milestones
-Wayne State University – bachelor’s degree in business administration and finance, graduated summa cum laude
William (Will) joined Focus Partners Wealth in 2026, bringing expertise garnered from his work at Kovitz and Telemus, where he had been since 2012. In his previous role, Will developed investment recommendations for the Chief Investment Officer and the Investment Committee. He also served on the Investment Committee, performed due diligence for model investments, and managed allocation of investment portfolios. Will oversaw investment selection for 529 Plans, 401(k), and other employer retirement plans. He also executes purchases, sales, and block orders.
Will is a golf, snowboarding, and nature enthusiast, and he enjoys Michigan’s great outdoors no matter the season.
Education and Professional Milestones
-Wayne State University – bachelor’s degree in business administration and finance, graduated summa cum laude