Bio
Will is a big picture thinker, a natural collaborator and pleasure to be around. When in comes to investment research, he get serious fast and take absolutely nothing at face value. As the leader of Baldwin Brothers’ investment research team and member of its investment committee, he leads the firm’s ESG core equity strategy. Additionally, Will is instrumental in developing Baldwin Brothers’ macro and market outlook and expressing those views across the firm’s investment platform. Will first joined Baldwin Brothers in 2013 and rejoined the team in 2021. He holds the Chartered Financial Analyst®️ designation, is a member of the CFA Institute and CFA Society Alabama and earned a Bachelor of Arts from Bard College.
Areas of Interest
- Deal Type
- Acquisition, Development, Ground Lease, Loan Purchase, Opportunity Zone, Partner Buyout, Pre-Development, Recapitalization, Refinance, Rehabilitation