About
In 2019, Will was engaged as an Advisory Director to help drive Charlesbank’s sourcing efforts, evaluate new investment opportunities and grow equity value across the portfolio, with a particular focus on financial technology and services. Will served as Global Head of Business Development for all institutional businesses at Merrill Lynch, focusing on principal investments and strategic acquisitions across financial services, financial technology, market structure and information services. He then moved to Citadel LLC as Managing Director and Global Head of Principal Investments, with a similar focus. In his next role as Operating Partner at Welsh, Carson, Anderson & Stowe, Will helped lead all areas related to fintech investing, from sourcing to portfolio company management and active board participation.
Investment Focus
- Stages
- growth
- Location
- New York, US
Contact Information
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