CoverProfile

William Wallbank

Senior Portfolio Analyst & Trader

Telemus

United States, Michigan, Ann Arbor

About Me

Will has been a member of the Telemus team since 2012. As an Investment Analyst, Will develops investment recommendations for the Chief Investment Officer and the Investment Committee. He also serves on the Investment Committee, performs due diligence for model investments, and manages allocation of investment portfolios. Will oversees investment selection for 529 Plans, 401(k) and other employer retirement plans. As Fixed Income Trader, he executes purchases, sales, and block orders. Will graduated summa cum laude from Wayne State University with a Bachelor’s of Science in Business Administration and Finance. Will is a golf, snowboarding, and nature enthusiast, and he enjoys the Michigan

View more

Profile Information

Senior Portfolio Analyst & Trader

Telemus

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Ann Arbor

Michigan

United States

Jul 31, 2024

More profiles to browse

LW
Lyle Wolberg
CEO, Senior Financial Life Advisor, Partner
MB
Mary Bakhaus
Managing Director/Senior Portfolio Manager and Senior Financial Life Advisor
Profile Photo
Kelli Saperstein Anderson
Senior Associate, Family Office
MJ
Matthew J. Mueller
Equity Trading Manager

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST