Will Wurm

William Wurm navigates the course for Point Windward Advisors, building enduring client relationships and overseeing investment strategy and portfolio management. He is actively involved in guiding the firm’s approach to managing wealth that reflects both disciplined analysis and a strong commitment to client care.  

Before joining Point Windward Advisors (previously known as Beech Hill), Will spent time at Merrill Lynch and Ferguson Capital in various investment management roles, including research analyst and portfolio manager. Will also managed the Beech Hill Total Return Fund, deepening his experience in portfolio oversight and investment strategy while achieving consistent risk-adjusted returns. 

Will earned his bachelor's degree in economics from Williams College and is a Chartered Financial Analyst (CFA®).  Will is the founder and a board member of the Jamie Boeckel Memorial Foundation, which supports efforts to promote safety at sea for young sailors. An avid sailor residing in Rowayton, Connecticut, in his free time he also enjoys kayaking, biking and skiing and treasures time with his two adult children.