In his role as Operations Analyst, Will provides support to both the operations and compliance teams. His varied responsibilities include executing on daily operational tasks and reconciliation, as well as aiding in audit preparation, proxy voting, maintaining a digital document storage database, and other ad-hoc requests to assist both groups as needed.
Prior to joining Prio Wealth in 2022, Will was a Client Service Representative with MFS Investment Management. He is a graduate from the University of Massachusetts – Amherst with a Bachelor of Science in Economics. Will grew up in Milton, MA and currently resides in Quincy, MA.
Will’s personal priorities include watching football, cheering on Boston sports teams, playing video games, being a cinephile, playing the piano, and spending time with friends and family.