About
Will Girton is an Investment Analyst at Brinker Capital based in New York, NY, where he is responsible for conducting comprehensive investment research, supporting portfolio management decisions, and evaluating market trends for the firm's wealth management clients. His current role focuses on analyzing public equities, fixed income securities, and multi-asset strategies, with particular attention to U.S. equity sectors, economic indicators, and asset allocation models to meet clients' financial objectives.
Before joining Brinker Capital in October 2021, Will served as an Associate at Janney Montgomery Scott LLC, where he gained hands-on experience in equity and fixed income markets, supporting client advisory and portfolio strategy teams. His earlier internship at Chartwell Investment Partners provided foundational skills in equity research, preparing investment reports and sector analysis for institutional clients.
Will holds a Bachelor of Arts degree in Economics from Miami University and is well-versed in macroeconomic analysis and investment strategy formation. His expertise includes financial modeling, market risk evaluation, and sector-specific analysis, particularly in U.S. equities, asset allocation, and portfolio construction for high-net-worth individuals and institutions. He is recognized for his contributions in supporting data-driven investment decisions and synthesizing market research to inform portfolio strategy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Brinker Capital | Investment Analyst | Oct 2021 to Present | — |
| Janney Montgomery Scott LLC | Associate | Jun 2019 to Sep 2021 | — |
| Chartwell Investment Partners | Equity Research Intern | Jun 2018 to Aug 2018 | Chartwell is a boutique asset management firm focused on providing fixed income and equity solutions to the institutional and private client communities. As an intern, I worked closely with senior ana... |
Education
Miami University
Bachelor of Arts - BA, Economics
2015 — 2019
Radnor High School
2011 — 2015
Others at Brinker Capital Investments, LLC (7)
| Name | Role | Location |
|---|---|---|
D David Rosenblum | Portfolio Manager | Philadelphia, PA , United States |
| Investment Research Analyst | Omaha, NE , United States | |
G Grant Engelbart | Senior Portfolio Manager | Omaha, NE , United States |
G Greg Vradenburg | Principal | Powell, OH , United States |
M Mark Yoder | Portfolio Manager | Philadelphia, PA , United States |
R Ryan Karch | Portfolio Manager | Philadelphia, PA , United States |
| Investment Analyst | Philadelphia, PA , United States |