Who builds your brief

Most people in finance are asking what AI can do today. Will is asking what it should be doing for us 5 years from now. He started WAM Agentics in January 2026, had the first agent running by April and CFAs and CFPs testing it in May, and by August investment firms and analysts were paying for it. His goal is simple: use AI safely to help every advisor or investor, professional or not, to know what matters faster.

Will is a portfolio manager on Seattle University’s Redhawk Endowment Fund and is working on his Master’s in Finance at Seattle U, where he also plays Division I golf. He spoke at CFA Society Seattle in September 2026.

Santi runs operations. Business processes, front-end design, and everything a startup needs that is not the product itself, so Will can stay focused on building it.

He is a Sullivan Scholar at Seattle University studying finance and accounting, an equity research analyst on the Redhawk Endowment Fund, and co-president of the Albers Investment Group. He has passed the Series 65 exam and is headed for wealth management after graduation.

I manage a portfolio for the Redhawk Endowment Fund. Real capital, real mandate, real meetings where someone asks why a position moved and "I hadn't gotten to it yet" is not an answer.

So every morning I did what everyone does. Ten sources, a few newsletters, a filings check, and a lot of reading that had nothing to do with anything I owned: an hour and a half to find the four things that actually touched the book. That work was necessary and almost none of it was skilled. It was assembly, so I automated the assembly and kept the judgment.

Then a CFP asked if he could have one. Then another advisor. That is the company.