Grant Willis

Grant Willis is an experienced finance professional currently serving as an Institutional Sales representative at CAPIS since November 2023. Previously, Grant held roles such as Investment Counselor at Fisher Investments, where education of high-net-worth clients on investment philosophy was a primary focus. At Goldman Sachs as an Analyst and Relationship Manager, Grant successfully advocated investment products and demonstrated leadership through mentoring summer analysts. As a High Net Worth Specialist at Charles Schwab, Grant specialized in assisting clients with significant assets under management, enhancing client satisfaction and driving revenue growth. Early career experiences include roles at ZOI SOLAR, Ralph Lauren, lululemon athletica, and the Fort Bend Chamber of Commerce, contributing to a diverse skill set in sales and client relationship management. Grant holds a Bachelor's degree in Finance with a focus on Global Energy Management from the University of Houston.