Will Floersheimer is a skilled finance associate with a wide variety of public and private sector clients supporting multi-asset portfolios totaling $70 billion.
Born in New York City, Will spent his childhood growing up with two siblings in the picturesque suburb of Greenwich, Connecticut. His negotiation expertise stems from years as a middle child spent navigating quarrels between his older sister and younger brother. From preschool through high school graduation, he attended Brunswick School, an esteemed preparatory academy. He was recognized for his talent in lacrosse and played varsity-level soccer and paddle tennis. However, Will Floersheimer quickly discovered his true passion was charity work and traveling around the world to help meet the needs of impoverished or at-risk individuals of all ages as discusses on his personal website https://www.willfloersheimer.com/
During his teenage years, Will cultivated a dedication to humanities, languages, and philanthropy that still influences him today. Fluent in both Spanish and Italian, he received several humanitarian language awards during high school in addition to garnering impressive academic achievements. Along with his friends, he cofounded the Blue Blazer Fund, a registered 501C nonprofit organization selling gently used blazers and transferring the proceeds to Israeli youth in Netanya. The sales and fundraising efforts of the group, along with several grants, raised nearly a quarter of a million dollars for this worthy cause. Will traveled to Netanya to provide crucial on-the-ground support as well as financial assistance. His devotion to philanthropy has been an integral component of his life ever since.
Following his graduation with honors from Brunswick School, Will Floersheimer attended the prestigious Marshall School of Business at the University of Southern California. While earning his bachelor’s degree in Business, he continued to play lacrosse and participated in a fraternity. There, he served in several leadership roles, notably several associated with philanthropy. During the summer months between semesters, Will spent his time learning as much as possible from the experts in the finance field. He completed internships with Van Eck Global, an ETF/mutual fund firm focused on commodities as well as Golden Tree Asset Management, a hedge fund management group catering to clients with poor credit. After proving himself as an intern at San Francisco’s JP Morgan Asset Management, Will began working for the company post-graduation. The job offer allowed him to move back to his home city while fulfilling his dream to work for a major financial institution.
During Will’s first two years at JP Morgan, he worked as an analyst, handling multi-asset portfolios for corporate and public pension funds. He quickly earned a promotion to associate and was charged with managing a $70 billion portfolio. His responsibilities included: construction of the portfolio, allocating assets throughout public and private markets, fundraising for new assets, and holding meetings with clients to offer market commentary and updates on the health of their investments. During his time at JP Morgan, he passed the Series 63 – Uniform Securities Agent State Law Examination, the Series 7 – General Securities Representative Examination, and the Securities Industry Essentials (SIE) Examination.
He currently spends his time volunteering for The Lord’s Place, a social services organization located in West Palm Beach, Florida. For thirty years, is has been considered one of the area’s leading agencies for supporting individuals and families experiencing homelessness. Their goal is to provide dedicated, compassionate care, and comprehensive, client-focused programs that provide people with the attention and support to get back on their feet. Will Floersheimer assists them in breaking the cycle of homelessness by serving diligently at Joshua Thrift Stores, a second-hand shop whose proceeds benefit the clients of The Lord’s Place. He teaches clients essential job-related skills, such as collecting and pricing donated items and completing customer transactions.
Along with performing regular volunteer work at Joshua Thrift Stores, Will also participates in weekly auctions to raise funds for The Lord’s Place. He leads each event with warmth and enthusiasm, allowing him to engage customers and share his passion for the cause. Each week, Will takes the lead to pre-select items that drive sales and improve proceeds that directly influence the lives of hundreds of people. He views The Lord’s Place as an important organization that empowers families when they need it most. This critical resource provides area individuals with the life skills and practical job training they need to become self-sufficient. With help from volunteers like Will, this charity raised over $11 million in 2019.
Will Floersheimer combines hands-on experience managing diverse portfolios, fluency in Spanish and Italian, and fundraising skills developed over years of charity work, making him an asset to each organization he serves. Will is considered a valued asset in the finance world, as a specially trained finance professional with unparalleled passion, extensive problem-solving skills, and a commitment to improving the lives of his clients. His fresh, innovative ideas have helped many individuals identify opportunities, make wise investments, and grow in ways they had never imagined. You can follow Will on his LinkedIn and Twitter.