Will Abbott, CIMA® has extensive experience in the financial services industry, with a focus on building strategies and processes to better partner with RIAs, family offices, and other institutions. Currently serving in multiple advisory and board roles, Will has been involved in various companies such as AlphaTrAI, Climate Commodities, Vacation Rental Real Estate, and TriCap Advisor Group. Prior to these roles, Will held positions at Allianz Global Investors, WisdomTree Asset Management, and Schwab Institutional, where Will demonstrated their expertise in managing sales and distribution channels. Will is a graduate of the University of Colorado Boulder with a Bachelor of Science in Business Administration.
2022 - present