, Senior Wealth Advisor
Featuring a culture of trust, collaboration, and innovation, Will Kamery was drawn to join Dakota Wealth Management’s Syracuse, NY office. Will has built his career in forming long-standing relationships with his clients by providing thoughtful counsel throughout their life stages.
Before joining Dakota, Will was a Relationship Manager at Key Private Bank for 7 years, where he oversaw client relationships supported by a team of experts in the areas of investment management, trust and estate planning, and credit and risk management. Will specializes in working closely with business owners in bridging their success while achieving multi-generational security for their families.
Prior to joining Key Private Bank, from 2008-2014, Will was a Private Wealth Advisor for The Carta Group from 2008-2014. The Carta Group was a fee-based financial planning practice within Sagemark Consulting. Will began his career at Morgan Stanley after spending 6 years as an Energy Analyst for Hobart & William Smith Colleges in conjunction with the Department of Energy.
Will earned a Bachelor of Arts in Economics and Environmental Studies from Hobart College.
Will and his wife, Kristina, live in the Strathmore neighborhood of Syracuse with their four children – Oliver, Lucas, Jacob, and Mackenzie. He is on the Board of Directors at The McMahon/Ryan Child Advocacy Center and serves as the acting Treasurer. Will is the past President of the Drumlins East Golf Club and Strathmore Neighborhood Association in addition to serving on the Rescue Mission’s Legacy planning committee.