William Gilroy is a Portfolio Manager at Optimize, where he builds investment strategies that reflect each client’s goals, risk tolerance, and overall financial picture. He ensures every portfolio remains aligned as markets shift and client needs evolve, providing steady guidance along the way.
William was drawn to the financial industry by a passion for capital markets and a desire to make a meaningful difference in people’s lives. He supports clients and advisors by acting as a subject matter expert on investments, helping ensure every strategy is intentional, adaptable, and built to support long-term success.
He values Optimize’s investment approach, which combines access to both public and private opportunities with strong oversight and thoughtful diversification. Clients benefit from a more resilient and complete investment experience.
William also appreciates the firm’s integrated Multi-Family Office model, which brings investment, tax, and estate planning together into one coordinated plan, making it easier for clients to stay on track.
Outside of work, William enjoys spending time with his wife and two sons, especially outdoors or at home on quiet weekends. He also makes time for golf, which helps him recharge and stay balanced.
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