Quantitative Wealth Strategist
A former Quantitative Analyst for a major investment bank, William left Wall Street to simplify wealth management for the masses. He specializes in safe withdrawal rates (SWR) and tax-efficient drawdown strategies, currently residing in Chicago where he maintains a high-savings-rate lifestyle.
"Mathematics is the ultimate antidote to financial anxiety. If you can model your future, you can master your fear of the unknown."
Core Expertise
- Portfolio Rebalancing & Risk Mitigation
- Tax-Advantaged Account Structuring
- Capital Growth Projection Modeling
Academic Foundation
• M.S. in Financial Mathematics
New York University (NYU)
• Chartered Financial Analyst
CFA Institute
Focus Areas:
Open-source FIRE calculators
Historical market data analysis
Competitive chess
