Assistant Vice President & Trust Investment Officer
101 North Blakely Street
Dunmore, PA 18512-2201
With more than 10 years of experience in investment management, Will serves as Fidelity Bank Wealth Management’s Investment Officer. In this role, Will leads and directs the investment management process, constructs, and maintains our proprietary investment portfolios and conducts research to identify relevant trends, opportunities, and investment vehicles. Working in our team-based approach, Will helps guide our clients in their decision-making process with sound advice, confidence, and appropriate investment tools.
Will chairs Fidelity Bank Wealth Management’s Investment Strategy Committee, which directs strategy across accounts. He was instrumental in shaping our investment platforms as well as other client-focused investment solutions.
A graduate of West Chester University, Will earned two Bachelor’s degrees, one in Finance and one in Economics with a minor in accounting. Will also earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Philadelphia.
Prior to joining Fidelity Bank Wealth Management, Will worked for a proprietary investment research firm as a national wholesaler and as an analyst supporting investment research and portfolio construction process. He also worked with the Federal Reserve Bank of Philadelphia and JP Morgan Private Bank.
Fidelity Bank’s Business Banking is wonderful. The transition from our previous bank was painless, and when we purchased a new property, they financed the transaction and made the process very easy. When the COVID crisis hit, it was a relief to have a knowledgeable person who understood the PPP program and was able to give us clear answers. We care for a very vulnerable group of patients and Fidelity Bank’s assistance has allowed us to focus on our patients.