Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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Series 7 License: General Securities Representative
Series 66 License: Uniform Combined State Law
Life, Accident & Health License
Will spearheads the firm's investment management and is a key member of City Square’s Investment Committee. He directs research, asset allocation, manager selection, due diligence, trading, and operations. Will provides valuable insight on investment strategy, portfolio construction, and risk management. He also contributes to the overall strategic business development.
Series 63 License: Uniform Securities Agent State Law
Tim is an essential part of our client service team, delivering superior support and operational excellence. He diligently implements financial planning strategies alongside advisors and clients, executing trades and money movement, and providing meticulous meeting preparation and follow-up. Tim analyzes financial plans and identifies opportunities for tax loss harvesting, ensuring clients achieve their objectives.
Marc has a pivotal role supporting our financial advisors, ensuring smooth execution of client services and operations. He manages client relationships, provides critical support for financial planning analysis, and handles trading and administrative tasks. With his expertise, Marc is instrumental in delivering the high standard of service our clients expect.
As CSWM’s newest team member, Chris brings valuable expertise as a tenured institutional investment professional. He will significantly contribute to our firm's analytical depth through investment research and strategy, while also providing dedicated support to client service role.
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