As a Business Operations Specialist/Portfolio Administrator, William is responsible for supporting all operational functions of the firm as well as the administration of trading activities.
William graduated from UC Davis with a B.S. in Managerial Economics in 2018. Prior to joining Summitry, he worked as a Senior Associate at State Street Bank in Sacramento. William is currently studying to enter graduate school and aims to earn an M.S. in Business Analytics.
William currently resides in Burlingame. When not in the office, you are most likely to find him at the nearest golf course or racetrack.