Deep Enrich
Ross McWilliams, CFA
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Greater Boston
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About me
Vice President, Wealth Advisor at GW&K Investment Management | Offering holistic wealth management and investment solutions to affluent clients
Education
Babson College - Franklin W. Olin Graduate School of Business
2013 - 2016Master of Business Administration (MBA) 3.65Activities and Societies: Babson College Fund (BCF): Fall 2015 - Spring 2016
Stonehill College
2008 - 2012Bachelor of Science (BS) Finance & Economics 3.42Activities and Societies: Stonehill College Men’s Soccer Captain 2011-2012
Experience
GW&K Investment Management
Jun 2012 - nowVice President, Wealth Advisor
Feb 2020 - nowAssociate Wealth Advisor
Sept 2014 - Feb 2020Investment Operations Specialist
Jun 2012 - Sept 2014
Licenses & Certifications
- View certificate
Chartered Financial Analyst (CFA)
CFA InstituteApr 2023
Volunteer Experience
Mentor
Issued by SCORE Mentors on Jun 2025
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