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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.

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