Will Wallbank

Analyst-Fixed Income at Telemus Capital LLC

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Profile

Mr. William Wallbank is a Senior Portfolio Investment Analyst at Telemus Capital LLC.
As an Investment Analyst, he develops investment recommendations for the Chief Investment Officer and the Investment Committee.
He also serves on the Investment Committee, performs due diligence for model investments, and manages allocation of investment portfolios.
He oversees investment selection for 529 Plans, 401(k) and other employer retirement plans.
As Fixed Income Trader, he executes purchases, sales, and block orders.
He was a graduated summa cum laude from Wayne State University with a Bachelor’s of Science in Business Administration and Finance.

Will Wallbank active positions

Companies	Position	Start
Telemus Capital LLC Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions.	Analyst-Fixed Income	31/07/2013

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Training of Will Wallbank

Wayne State University (Michigan)

Undergraduate Degree

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Private companies	1
Telemus Capital LLC Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions.	Finance