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    William “Will” Nelson

    Chief Investment Officer | CEO | Economist | Artificial Intelligence | Sabermetrics | Predictive Analytics | Quant Finance | Investing Author @latticeworkwlth | Lifelong Learner

    William 'Will' Nelson is the owner of an investment consulting firm that provides services to financial planners and registered investment advisers, focusing on asset allocation, performance monitoring, and scenario analysis.

    He incorporates Charlie Munger's 'latticework of mental models' to offer unique perspectives on financial markets, drawing from disciplines like psychology, philosophy, biology, and physics to avoid groupthink.

    Will is also an author with an investing blog that attracts a global audience and has published a series of books on investing available on Amazon.com.

    With a decade of experience in the financial services industry, Will has held various roles in risk management, structured finance, performance monitoring, and internal audit.

    His specialties include risk management, financial modeling, econometrics, data analysis, predictive analytics, quant finance, and data science, with expertise in programming languages like Python, R, VBA, and software like Stata, Matlab, EViews, and Quandl.

    His educational background includes advanced degrees in Computational and Applied Mathematics, Applied Economics, and an MBA with a specialization in Finance from reputable institutions like The Johns Hopkins University and Marquette University.

    Previously, Will held executive positions in organizations like NRN Business Solutions & Analytics, Poisson Enterprises, and Latticework Wealth Management, with prior roles at Baird, Tricom Funding, and Ernst & Young, showcasing a diverse and comprehensive professional trajectory.

    William “Will” Nelson
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    Location

    Menomonee Falls, Wisconsin, United States