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William D. Morris

Vice President of Portfolio & Wealth Advisory

Will joined BBR Partners in 2014 and is a Vice President of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to joining BBR, Will worked in institutional sales at Cornerstone Macro, an independent macro research firm consulting institutional investors in Economics, Policy, and Portfolio Strategy. Previously, Will worked in production for the morning programs at Bloomberg TV.

Will holds a BA in Economics from Williams College. Outside of work, Will enjoys playing squash, golf, hiking and camping in the Adirondack Mountains, and spending time with his family.

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