Specialty
Will is responsible for delivering comprehensive wealth management services to clients, including asset allocation, investment strategy selection, tax-efficient portfolio solutions, bespoke private investment opportunities, and multi-generational financial planning. Utilizing his deep understanding of financial markets and dedication to personalized client service, Will focuses on maximizing long-term investment results and financial security across family generations. In addition to his role of Senior Investment Strategist and Partner, Will serves as a member of the AC Family Office Investment Committee.
Years of Experience
10+ Years
Educational Background
Xavier University – Williams College of Business, BSBA in Finance
Designations & Licenses
FINRA Series 7, 65, 63, and 3 license*
Professional Experience
Will has over 11 years of professional investment experience from Citi Private Bank, Goldman Sachs, and Highland Capital Management.
Notable Information
- In the community, Will serves as an advisor and Board Member for the AbleLight Foundation, a national non-profit human service organization serving people with intellectual and developmental disabilities across 11 U.S. states.
- Will lives in Denver with his wife, Sarah, and two children, Archie and Scottie. He enjoys traveling, skiing, and golf.
Contact
Senior Investment Strategist, Partner
Direct & Text: 720.659.3133
William.Coughlin@ACFamilyOffice.com
*FINRA licenses have been previously held at broker dealer. Advisors hold active FINRA Series 65 licenses.
