Willy serves as a primary point of contact for Willow Street clients, working closely with families and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. Willy brings a strong foundation in client centricity and relationship building to his role.
Prior to joining Willow Street, Willy served as Head of Customer Success at Glui, an international advertising technology company specializing in bespoke digital checkout and lead generation solutions. In this role, he managed strategic client and partner relationships and developed multi-channel advertising campaigns with brands, agencies, and technology partners ranging from startups to Fortune 100 enterprises.
Originally from Richmond, Virginia, Willy earned a BS in Business and Enterprise Management from Wake Forest University. In his free time, he enjoys hunting, fishing, and skiing.
