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William M. Smith
Senior Associate Portfolio Advisory Group
Biography
Will Smith is a Senior Associate on the Portfolio Advisory Group, based in New York. In this role, he partners closely with the CIO, Manager Solutions, and Asset Class Teams to provide communications and guidance around J.P. Morgan's managed products for US Wealth Management.
Will began his career working at Circle Wealth Management, a Registered Investment Advisor (RIA) firm. During his 4 years there, he was a member of the investment committee, focusing on investment due diligence, market research, and portfolio management.
Will obtained a Bachelor of Science in Finance from Lehigh University, graduating in 2020. During his time at Lehigh, he was the starting goalkeeper for the Division I men's soccer program and served as team captain in his senior year.
Currently, Will is pursuing a CFA designation and has successfully passed two out of the three levels of the CFA program.
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