Will Brennan joined the SCM team in 2018 with over seven years’ experience working with institutional and private clients in the financial services industry. Prior to joining Stordahl Capital Management, Will served as a Portfolio Manager with The Northern Trust Company in Chicago, Illinois, where he served as a trusted advisor to many high net worth families. Before joining Northern Trust, Will managed institutional commodity derivatives portfolios for Chicago-based INTL FCStone.
As an Associate Advisor, Will works closely with SCM’s clients to provide a high level of service and intelligent advice with respect to their comprehensive wealth management needs. Will creates and updates clients’ financial plans while performing portfolio reviews and conducting research on a variety of financial topics. His passion for financial markets is surpassed only by his desire to educate clients, family, and friends on complex financial topics in order to help them achieve their goals while planning for more certain and secure futures.
Will holds BS degrees in Accounting and Finance as well as a Master of Business Administration from the University of Dayton in Dayton, Ohio. Will is a CFA® (Chartered Financial Analyst) Charterholder after having successfully completed each level of the rigorous CFA® program on his first attempts. When not in the office you can often find Will and his wife, Maria, enjoying a concert at the nearest live music venue. Will and Maria are ardent travelers, avid scuba divers, and aspiring photographers always in search of Instagram-worthy subjects. Will’s interests also include running, golf, ice cream, bourbon, hiking and overall spending time in the great outdoors.