Will Gilmore
Senior Vice President, Portfolio Manager
Authenticity Financial · Powered by Farther — SEC-registered investment advisor
Will Gilmore brings institutional-grade investment management to individual clients. He follows a Warren Buffett–inspired value philosophy, informed by study under a Buffett protege and the Graham-and-Dodd tradition from Columbia. Will applies this approach pragmatically, including selective growth positions when fundamentals justify.
His disciplined, value-driven approach emphasizes tax-efficient security selection and evidence-based portfolio construction. Will works closely with clients to understand their risk tolerance and financial objectives, creating portfolios that weather market cycles while capturing long-term growth opportunities.
Away from work
Will lives in Northern California with his wife and two children. Will did his undergraduate work at UC Berkeley and then earned two MBAs, from UC Berkeley and Columbia Business School. A seasoned investment professional with over 20 years of experience, he began investing at a young age and spent over 15 years working in operating companies before dedicating his full-time efforts to investment management in 2007. Outside of work he enjoys volunteering with nonprofits, sharing great food with friends, travelling, and investing.
Areas of focus
- Portfolio Management
- Value Investing
- Investment Management
- Tax-Efficient Investing