William Barclay

Portfolio Associate

Scottsdale, AZ
William Barclay

Investment Strategies

Will assists team members with investment planning and performance reporting analytics. Prior to joining the firm, Will spent 4.5 years at John Hancock Investment Management in their Mutual Fund business segment. 

Will received his Bachelor’s of Science in Economics with a focus in Applied Business Data Analytics from Arizona State University. Will likes to hike, exercise, grill, travel, and catch waves. Will is also an avid sports fan and competitor; formerly competing in lacrosse and currently working on his golf game. Will has 6 years of experience in the industry.