Will Kramer is Vice President, Client Service for Aaron Wealth Advisors. Will supports the firms’ advisors and investment team in client service, consulting projects, and account processes. He maintains the highest-quality communication and service provided to clients, advisors, custodian firms, and money managers.
Prior to joining Aaron Wealth, Will was a Senior Investment Analyst at Winthrop Capital Management where he assisted in the research, due diligence, and portfolio management processes for the firm’s high-net-worth and insurance clients. Prior to this, he was an Investment and Operational Manager for True Point Financial Advisors. In this role, Will assisted advisors with the onboarding of new clients, developed firm operations and procedures, and managed investment portfolios.
Will graduated from University of Indianapolis (UIndy) with a Bachelor of Science in Economics and Mathematics in 2015 and a Master of Business Administration with a concentration in Finance in 2017. While at UIndy, he was a four-year student athlete for the Men’s Soccer Team, later becoming a Graduate Assistant Coach for the program. Will currently serves as the Treasurer for the Storytelling Arts of Indiana and is a Board Member of the Harrison Society at the Columbia Club of Indianapolis. In his free time, he enjoys watching and coaching soccer, working out, and being active within the community.