As a member of our private wealth services team, Liam works directly with clients to bring their wealth management strategies to life. He offers continuous guidance and support, helping clients navigate decisions with confidence while addressing questions and evolving needs along the way.

Prior to joining GW&K, Liam worked as a client service associate for Carl P. Sherr & Co., LLC, where he analyzed investment performance across models, mutual funds, and ETFs, delivering insights to senior advisors and high-net-worth clients. He also supported end-to-end operational workflows, coordinated with custodians and internal teams, and led process improvements to enhance efficiency and client service.

Liam earned his BS in Business Administration with a concentration in Finance from Boston University.