William C. Bowen IV, CFP® Senior Analyst

“Books can transport you to a time and/or place you otherwise may never get to experience. Through reading, I enjoy the opportunity to learn more about a subject, often a topic that I did not even realize I had an interest in exploring.”

 

Will Bowen joined the Persium team in 2013 as a Financial Analyst. He is responsible for handling fund analysis and commentaries, retirement plan and investment advisory reports, market commentaries, and account transactions. He is part of the Investment Committee that performs in-depth analysis of all retirement plan and asset management securities.

Prior to joining Persium, Will worked for a Wealth Management firm in Atlanta with approximately $1 billion in assets. As a lead Associate for 60 clients, he provided investment advice, as well as construction and implementation of personal financial plans. Will also has previous experience in various roles in the regional banking sector.

Will graduated from the University of Georgia’s Terry College of Business in 2002 with a degree in Finance. In 2010, he earned his MBA from Georgia State University with a concentration in Personal Finance and the Certified Financial Planner (CFP®) designation in 2011.

Will, a native of Dalton, GA, resides in Decatur with his wife Kathleen and children, William and Ollie. They are members of Immaculate Heart of Mary Catholic Church. In his spare time, Will enjoys spending time with his family, playing golf, attending University of Georgia football and basketball games, as well as reading books on a wide variety of subjects.

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.