Since 2008, Will Nolan has been working in Investment Management Consultants based 192, 192. Will Nolan is a proficient Chief Investment Officer with over 16 years of work experience. According to Will's resume and work profile, this professional has worked at more than five companies with diverse backgrounds and got various skills. Will attended school at the Gonzaga University from 1995 to 1998. Will has professional certification in Cfa Charterholder and Accredited Investment Fiduciary. Will can be found in West Linn, Oregon – where the professional is currently located. You can search for Will Nolan's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Wilbert Nolan,
Wilbur Nolan,
Wiley Nolan,
Wilfred Nolan,
Willard Nolan,
William Nolan,
Willis Nolan,
Wilson Nolan
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 11, 2022
Email
wi**@yahoo.com
Location
West Linn, OR
Workplace
Chief Investment Officer
Salt Lake City, UT
Industry
Financial Services, Business Consulting Services
Colleagues
Work History
Chief Investment Officer
6465 south East Pl SUITE 200, Salt Lake City, UT 84108
Manage investments for high net worth individuals, foundations, endowments, retirement plans and other institutional investors.
Jan 2008 — Sep 2016
Co-Founder and Chief Investment Officer
In 2016, we acquired the institutional assets of Investment Management Consultants (IMC) and formed Greenbridge Investment Management, LLC (GBI) to continue the decades-long legacy of except...
from Sep 2016
Chief Investment Officer
Managed investment portfolios for variety of individual clients, institutions and businesses. Assisted business owners with succession and exit planning.
Nov 2005 — Dec 2007
Financial Advisor
Provided Wealth Management Services to individuals, businesses and institutional investors.
Nov 1999 — Nov 2005
Education
1995 — 1998
1984 — 1989
1980 — 1984
from 1971
Occupations
Executive
Chief Investment Officer
Co-Founder
Lawyer
Fiduciary
Management Analysts
Founder
Chief Executive
Trust Law Attorney
Lawyer
Skills
Institutional Investments
Retirement Planning
High Net Worth Individuals
Investment Advisory
Financial Services
Endowments
Alternative Investments
Finance
401K
Wealth Management Services
Securities
Portfolio Optimization
Retirement
Foundations
Succession Planning
Nonprofits
Investments
Asset Allocation
Portfolio Management
Non Profits
Family Business
403 B
Investment Management
Model Portfolios
Financial Advisory
Fiduciary Review
Institutional Clients
403B
FAQs about Will Nolan
What is the profession of Will Nolan?
This professional's job is Co-Founder and Chief Investment Officer
What jobs is Will Nolan a professional at?
Will is proficient at such jobs as Executive and Chief Investment Officer.
Where is Will Nolan currently located?
The expert is located in West Linn, Oregon.
Does the expert have the email address?
wi**@yahoo.com is Will Nolan's email address.
Where did Will Nolan work?
The professional worked at Investment Management Consultants, Greenbridge Investment Management.
Where has Will Nolan studied?
Will studied at the Gonzaga University from 1995 to 1998.
What are the certifications of Will Nolan?
The expert received the following certifications: Cfa Charterholder, Accredited Investment Fiduciary, Certified Investment Management Analyst (Inactive), Cfa, Cfa Institute, and Fi360.
Are there any professional industries, that Will Nolan is connected to?
This professional works in Investment Management industry.