Senior Analyst – Private Equity & Alternative Investments

As a senior analyst of private equity & alternative investments for Truist Advisory Services, Inc., Will is an integral member of the Investment Advisory team responsible for establishing Truist’s private equity & credit strategy and outlook. In this role, Will works with the selection and coverage of illiquid long-dated assets such as private equity, private real estate, private real assets, and private credit. Additionally, Will provides client advisory services addressing client requests for ad hoc illiquid asset reviews and analysis, and private capital solutions.

Experience

Will brings more than 25 years of public and private investment experience. Previously, Will worked at Greenspring Associates where he focused on venture capital manager selection and direct co-investment opportunities and was co-portfolio manager of Greenspring Crossover Ventures I, L.P.

Linked InEducation & designations

  • Bachelor’s degree in economics, with a concentration in finance, University of Maryland

Linked InAreas of focus

  • Private equity & credit strategies overview
  • Private market investments (private equity, venture capital, private debt, private real estate, private real assets)
  • Private capital portfolio allocation
  • Portfolio construction

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