Will Harman

About Will Harman

Seasoned investment leader with blended background in management consulting, Wall Street equity research and wealth management. Brings deep public equity and manager research experience from nearly a decade at leading buy-side and sell-side institutions following a career advising large health systems on revenue growth and patient experience. Currently directs investment research and advises high-net-worth clients at a multi-family wealth management firm, integrating portfolio construction with holistic planning. Holds a B.S. in Finance and Operations Management from Indiana University-Bloomington and an MBA from the University of Chicago. Maintains insurance licensure along with FINRA Series 7 and 63 registrations.

Experience

1. Director of Investment Research, Wealth Management Advisor

   Beauchamp Maleki Group

   Jun 2023 — Present · Milwaukee, WI, US

   Set and oversee the firm’s $1B+ investment strategy, including strategic asset allocation, manager due diligence and risk management frameworks spanning public and alternative markets• Chair the firm’s investment committee, leading quarterly meetings to review macro themes, assess model positioning and establish tactical tils across asset classes• Delivered 100-200bps of annual excess return relative to Northwestern Mutual’s home office models since 2023 through differentiated manager selection, strategic asset class positioning, tax loss harvesting and disciplined factor exposures• Partner with executive leadership to align the investment platform with the firm’s growth objectives, operational priorities and client experience• Co-lead business development initiatives, which secured $50M in new advisory assets in 2025 and expanded the firm’s presence amongst business owners and corporate executives in Wisconsin• Serve as lead advisor for $50M in client portfolios for current and former business owners throughout southeastern Wisconsin, integrating investment management with financial planning, tax and estate planning strategies• Author and distribute quarterly investment commentaries to 400+ clients, providing insights on performance, market trends and positioning• Mentor and develop lead and junior advisors as well as analysts, fostering a culture of research excellence and disciplined investment process• Actively preparing to sit for the CFP® exam in March 2025 to expand professional credentials and advisory expertise

Education

• Northwestern University

  Certificate in Financial Planning

• The University of Chicago Booth School of Business

  Master of Business Administration (MBA), Finance, Entrepreneurship

  2016

• Indiana University - Kelley School of Business

  BS Business, Finance, Operations Management

  2007

Skills

• Finance
• Process Improvement
• Financial Reporting
• Management Consulting
• Project Management
• Forecasting
• Business Process Improvement
• Healthcare
• Financial Modeling
• Revenue Cycle
• Hospitals
• Financial Analysis