SV Atlas
← All founders
2024Co-founder· Formula Insight
Founder · since 2024
Company
Formula Insight
Role
Co-Founder & CEO
current
Stage
—
no public source
Raised
—
no public source
Based
—
Founder / co-founder — the company's markEmployee / research role
Source: LinkedIn work history
Profile coverage5 of 7 · missing posts, contact
Formula Insight logo
Formula Insight

Help Institutional Investors manage, track & query their Excel models

Summer 2024

Experience

Career

  • Formula Insight logo

    Formula Insight

    Co-founder

    Co-Founder & CEO · 2024 – Present

    2024
  • Citadel Global Equities logo

    Citadel Global Equities

    Investment Professional · 2021 – 2023

    2021
  • Balyasny Asset Management L.P. logo

    Balyasny Asset Management L.P.

    Analyst · 2019 – 2021

    2019
  • Evercore logo

    Evercore

    Equity Research Analyst · New York, United States · 2018 – 2019

    2018
  • KBW logo

    KBW

    IB Analyst · 2015 – 2017

    2015

Bio

Co-Founder and CEO of Formula Insight. Will brings a decade of financial expertise to the role. He spent the past 4 years in public equities investing, most recently managing a healthcare equities portfolio at Citadel. In 2022, Will distinguished himself as a top 5 equity analyst within Citadel's Global Equities division.