Will Sterling Cropped BW

Will Sterling

SENIOR PORTFOLIO MANAGER

Will joined United Capital in 2019 after working for almost a decade at Charles Schwab where he served as Director of Income Solutions. In that capacity, Will provided leadership and knowledge across the full spectrum of income-generating offers with responsibility for the process, people, and platform. Before Schwab, Will held several positions at Morgan Stanley working in the fixed income and capital markets divisions. He began his career at Morgan Stanley in the Analyst Program before receiving promotions of progressive responsibility. More recently, Will was a member of Morgan Stanley’s Special Situations Group focusing on investment opportunities across capital structure. Will earned his Bachelor of Arts in Political Science from The George Washington University with minors in Business Administration and International Affairs, graduating cum laude. At United Capital, Will is a Senior Portfolio Manager and serves as a voting member of both the Equity and Fixed Income Investment Committees along with responsibility for Alternative Investment Due Diligence.