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William Everett

William Everett

Senior Analyst at Jordan Park Group LLC

United States

About

William Everett is a Senior Analyst at Jordan Park Group, where he specializes in financial analysis and supporting client investment strategies. In his current role, Everett conducts in-depth research and provides analytical insights to guide portfolio management for the firm’s high-net-worth and institutional clients. He is responsible for modeling investment outcomes and monitoring market developments with a focus on optimizing client returns.

Prior to becoming Senior Analyst in 2025, Everett served as a Financial Analyst at Jordan Park Group beginning in 2023. Before his tenure at Jordan Park, he contributed as a Research Associate at the Yale School of Management from 2020 to 2022, where he supported academic research and contributed to studies on investment theory and applied economics. His sector expertise includes equities, fixed income, and alternative investments, with an emphasis on rigorous quantitative analysis.

Everett holds a Bachelor of Science in Mathematics and Economics from Brigham Young University, establishing a strong foundation in quantitative methods and economic modeling. His career reflects an ongoing commitment to data-driven investment management and rigorous analytical standards.

Career History

OrganizationRoleDate RangeDetails
Jordan Park GroupSenior AnalystJan 2025 to Present
Jordan Park GroupFinancial AnalystJan 2023 to Present
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phila...
Yale School of ManagementResearch AssociateJun 2020 to Jun 2022
Working under direction of Professors of finance affiliated with Yale International Center for Finance.
Brigham Young UniversityResearch AssistantJan 2019 to Jun 2020
Part time research assistant to Professor Brian Boyer. Research responsibilities included data preparation as well as empirical analysis.
Jordan ParkSummer AnalystJun 2018 to Aug 2018
Jordan Park is a multi-family office empowering a distinct community to impact the world. Our mission is to help clients enhance their lives and legacies. Our team is comprised of empathetic problem s...
The Church of Jesus Christ of Latter-day SaintsVolunteer MissionaryFeb 2015 to Feb 2017
Teaching and community service for the Church of Jesus Christ of Latter-day Saints in Poland.
ReachLocalSummer InternJun 2014 to Aug 2014
Front end developer using JavaScript-based platforms such as AngularJS. Developed dashboard software to display current status and health of various systems throughout the company.

Education

Brigham Young University

Bachelor of Science (BS), Mathematics and Economics

2014 2021

Others at Jordan Park Group LLC (41)

NameRoleLocation
B
Bobby Palladino
Portfolio ManagerNew York, NY , United States
B
Brian Goncalves
Senior AssociateBeverly, MA , United States
Brian Lagrotteria
Brian Lagrotteria
PartnerSan Francisco, CA , United States
Camille Polster
Camille Polster
AssociateSan Francisco, CA , United States
C
Cassidy Bruner
AnalystCA , United States
D
David Salisbury
PartnerCA , United States
Emily Schiller
Emily Schiller
Vice President, ESG and Impact InvestingSan Francisco, CA , United States
E
Eric Miller
Vice President, Investment InfrastructureSan Francisco, CA , United States
George Lusch
George Lusch
PartnerLafayette, CA , United States
George Paxos
George Paxos
Senior AnalystNew York, NY , United States
Showing 1-10 of 41 team members

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