William Mayer

Wealth Analyst

As a wealth analyst, Will helps implement wealth planning strategies and provides operational support tailored to attain each client’s unique goals and objectives.

He works closely with LNW client advisors and analysts to maintain the appropriate diversified asset allocation strategy within client investment portfolios and conducts the ongoing sustainability analysis used to guide the client’s long-term wealth plan. He is especially passionate about philanthropic planning and researching how families can leverage unique combinations of assets (investments, skills, community connections) to have an impact that will last for generations.

Before joining LNW, Will was a consultant at Northern Trust Asset Management and a financial operations specialist at Brown Brothers Harriman & Co.

Designations and Education
  • B.S. in Economics with concentrations in Public Policy and Environmental Economics, University of Oregon