William founded WMK Investment Partners to bring the same level of investment excellence and alignment he sought for his own capital to ultra-high-net-worth families and institutions.
His experience includes serving as Chief Operating Officer & Partner at Maroone USA and working as an Investment Analyst at Cascade Asset Management Company (fka BMGI), the investment office for Bill Gates and the Gates Foundation Trust.
William earned his MBA from Duke University's Fuqua School of Business and holds the CFA designation. He also received a BA in Economics and MA in Finance at Claremont McKenna College where he was Captain of the NCAA Baseball Team.