William Gilmore

Senior Vice President, Portfolio Manager

Areas of Expertise

Goal Alignment

Tax Strategies

Asset Allocation

Equity Compensation

Estate Planning

Qualifications & Experience

MBA, Columbia University, Columbia Business School
MBA, University of California at Berkeley, Haas Business School
BS & BA, University of California at Berkeley
27 years of professional experience

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San Francisco, CA

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Words to Live By

Our experience tends to confirm a long-held notion that being prepared, on a few occasions in a lifetime, to act promptly in scale, in doing some simple and logical thing, will often dramatically improve the financial results of that lifetime.

Charles T. Munger

Client Experience Professionals

Soliel Geronimo

Team Members

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About

Will Gilmore is a seasoned investment professional with over 25 years of experience. He began investing at a young age and went on to earn simultaneous degrees from two colleges at UC Berkeley. After working in Silicon Valley for several years, he earned an MBA from UC Berkeley and a second MBA from Columbia Business School. In 2007, he decided to devote his full-time efforts to investment management and help his clients achieve financial independence.
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With a seasoned macro contrarian disposition, fundamental analytical value orientation, and nearly three decades of business strategy decision-making experience: Will brings deep investment knowledge and builds clients’ portfolios to fit both their near-term liquidity needs and long-term financial goals.

Will, his wife, and their two children live in Northern California – splitting their time between San Francisco, Carmel-By-The-Sea, and Sacramento. He enjoys coaching little league, the outdoors, great food with friends, travel, and investing.