WB

Will Bryant

Financial Strategist at Y TREE

Will Bryant has extensive work experience in the finance industry. Will is currently working as a Financial Strategist at Y TREE, where they provide financial life intelligence to clients using a combination of data, experience, and technology. Prior to this role, they worked as a Senior Financial Planner at Rathbones from 2019 to 2022.

In 2013, Will founded Bryant Wealth Management, where they utilized their 12 years of experience as an Emerging Markets Equity Trader to provide expertise in building and preserving wealth to their clients. Will worked at Bryant Wealth Management until 2019.

Before starting their own company, Will worked as a Trader for their personal account from 2009 to 2013, trading equities, currencies, futures, options, and commodities using a variety of strategies. Will also served as a Director at Credit Suisse, where they were responsible for agency and proprietary trading across the Middle East, North Africa, Turkey, and Greece. Prior to that, they worked as an EMEA Trader at HSBC from 2000 to 2008.

Will Bryant obtained a Bachelor's degree in Economics from the University of Bath, which they attended from 1996 to 2000. Will later pursued higher education at Saïd Business School, University of Oxford, where they obtained a Master of Business Administration (MBA) in 2017. In addition to their academic achievements, they also hold additional certifications. In June 2019, Will became a Chartered Financial Planner, certified by the Chartered Insurance Institute. Furthermore, in November 2022, they obtained the Fellow of the Personal Finance Society designation from the Personal Finance Society.

Links


Org chart

Timeline

  • Financial Strategist

    April, 2022 - present