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William Pusey
Co-founder and Member of CrossGrain Family Investments, a concierge family investment firm
William Pusey is an accomplished individual with over two decades of experience in wealth management, financial planning, and tax strategy.
He co-founded CrossGrain Family Investments to provide top-notch traditional and alternative investment management services to a select group of families.
William holds a JD in Law from the University of Virginia School of Law, an MBA in Business and Accounting from NYU Stern School of Business, and studied Private Wealth Management at the University of Pennsylvania - The Wharton School.
He has a diverse educational background, including studies at institutions like St Christophers School, Woodberry Forest, and Duke University, where he pursued AB in English and History.
William Pusey has held key positions in prominent organizations such as Kimble Advisory, Keel Point, JoycePayne Partners, Envera, LLC, ValueAmerica, Inc., and Home Account Network, Inc.
His professional journey includes roles like Senior Vice President, Partner, General Counsel, and Consultant, showcasing his versatility and expertise in various business domains.
As a skilled professional, William focuses on providing exceptional services to families seeking comprehensive financial solutions tailored to their unique needs and preferences.
He is committed to establishing deep relationships with clients and delivering diligent work on their behalf, ensuring their financial well-being and security.
William Pusey's dedicated focus on client satisfaction and personalized service sets him apart in the wealth management industry.
His academic achievements, combined with his extensive experience in finance and law, make him a valuable asset to the families he serves.
With a strong educational foundation and a successful career in the financial sector, William Pusey continues to make significant contributions to the field of wealth management and investment advisory.
Contact William Pusey for expert advice on traditional and alternative investments, financial planning, and tax strategies tailored to your family's unique financial goals.