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William McLaughlin

William McLaughlin

Operations Manager | Trading Assistant

Will applies his technical and operational expertise to complement more than twenty-two years in the Air Force as a Space Systems Operator and Air Traffic Controller.  He gained his industry experience with New York Life and NYLife Securities.  He oversees the Operations Department and works closely with the strategic partners to ensure all our advisor RIA clients receive top-rate service. His responsibilities include designing fixed income proposals and performance reports as well as managing the day to day trade executions and settlements.  Will holds series 6, 7, and 63 security licenses and a Bachelor’s degree in Economics from the Colorado State University – Pueblo and an MBA and Masters of Science in Finance from Webster University.