In his role as a Portfolio Administrator, Will Grey is responsible for client service and portfolio administration. He handles incoming client requests, which include processing account openings, transfers, and distributions.
Prior to joining MONTAG in 2023, Will was a Client Relationship Specialist on the Retirement and Investment Services team of an Atlanta-area community credit union. In that role he supported advisors by managing trades, client services, operations and reporting. Before that, he was a Financial Specialist at Regions Bank.
Will holds a B.S. degree from The Massachusetts Institute of Technology (MIT) in Cambridge, MA. An Alabama native, he resides in the Midtown area of Atlanta and enjoys exploring nearby Piedmont Park and playing piano in his free time.
- B.S., Massachusetts Institute of Technology