William Armenta is a seasoned financial professional with extensive experience in portfolio management, investment advisory, and technology innovation within the wealth management sector. Currently serving as Managing Director at Rise Growth Partners, William specializes in mergers and acquisitions as well as principal investing. Additionally, William holds positions on the Advisory Board of Fligoo, driving advancements in AI for wealth management, and is a Co-Founder and Advisor at Opto Investments, which enhances resources for registered investment advisors through a next-generation private investment platform. William's previous roles include Senior Director at Addepar, Portfolio Management at Goldman Sachs focusing on ultra-high-net-worth clients, and roles at Fidelity Investments and Bingham Legg Advisers. William holds a Bachelor of Science in Business Management, Finance, and Entrepreneurship from Babson College and has further educational experience at Universidad Pontificia de Salamanca.
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