Will George, Jr. is a Client Service Analyst at Lake Street Advisors, serving as a primary point of contact with custodian banks on behalf of the firm’s clients. He handles a variety of client service activities, including asset movements, capital calls, account maintenance, and the investment tax process.
Prior to joining Lake Street in 2022, Will held an internship at Delphian Trading where he utilized pre-release software to develop and analyze the success of equity trading strategies.
Will graduated from Quinnipiac University in the Spring of 2022 where he earned his degree in finance with a minor in entrepreneurship. Growing up in the New Hampshire seacoast area, he has developed life-long passions for golfing, downhill skiing, and boating on Lake Ossipee.