William Miller

Client Investment Portfolio Manager

William Miller is a graduate from Westminster College in Fulton, MO, where he was President of his fraternity (Kappa Alpha Order), CFO of the Blue Blazers Investment Committee, and a starting pitcher on the Blue Jays baseball team. He has over 8 years of experience conducting research & investing in financial markets.


Will’s professional experience includes his previous roles with Wells Fargo Securities as a sell-side equity research associate covering publicly traded companies in the restaurant industry, and as an investment associate at Wells Fargo Advisors where he assisted senior equity analysts in researching and recommending individual securities to be implemented in client portfolios.


During his free time, Will enjoys running & lifting, playing pickleball, coaching baseball and watching football.