Jeff Will
Assistant Portfolio Manager
Role at The Consulate:
My responsibilities include trading, managing portfolios, and monitoring accounts and performance at Financial Consulate.
Educational Background:
I earned my bachelor’s degree from Towson University, where I majored in business with a concentration in finance and minored in economics.
Most Meaningful Part of My Job:
The most meaningful part of what I do is being able to play a part in helping clients meet their personal financial goals.
Outside the Office:
When I am not in the office, I enjoy working on all sorts of home improvement projects: from construction to woodworking and home repair to landscaping. While I used to build custom homes in high school and college, now I typically help out neighbors on the latest projects they have in mind for their homes.