About

William founded WMK Investment Partners to bring the same level of investment excellence and alignment he sought for his own capital to ultra-high-net-worth families and institutions. His dual perspective as both investor and operator provides a distinct advantage in evaluating opportunities through an owner-operator mindset.

William's generalist investment background spans multiple sectors including transportation & automotive, reinsurance, and retail, with a focus on value-based principles and high-quality corporate governance.

His experience includes serving as Chief Operating Officer & Partner at Maroone USA, driving business profitability and growth across an eight-rooftop retail automotive group. Having helped launch the Mike Maroone Automotive Group in 2017, he has deep experience in operations, leadership and acquisitions.

William began his career at Cascade Asset Management Company (fka BMGI), the investment office for Bill Gates and the Gates Foundation Trust. He worked across industries and geographies as an Investment Analyst, with an intense focus on long-term business quality.

William earned his MBA from Duke University's Fuqua School of Business and holds the CFA designation. He also received a BA in Economics and MA in Finance at Claremont McKenna College where he was Captain of the NCAA Baseball Team. Based in Denver, he invests side-by-side with clients in all WMK strategies.

Rylie brings sophisticated investment analysis and real estate expertise to WMK's investment team. She combines rigorous analytical skills with practical experience in optimizing private investments and underwriting acquisition opportunities.

Rylie’s experience includes serving as Vice President at South Street Partners, where she worked extensively on acquisitions and developments in the hospitality and leisure space. Rylie began her career at Cascade Asset Management Company (fka BMGI), the investment office for Bill Gates and the Gates Foundation Trust. She worked broadly on real estate investments at Cascade.

Rylie is a CFA Charterholder and graduated Magna Cum Laude from the University of Washington – Foster School of Business.

Kevin specializes in serving the unique wealth management needs of automotive dealership owners and executives. His deep understanding of the automotive retail industry enables him to work on providing solutions tailored for dealership families.

Kevin works with dealership owners to optimize reinsurance strategies, manage business liquidity, and develop comprehensive wealth creation plans. His approach aligns with WMK's commitment to providing specialized expertise to niche markets where our team has demonstrated competence.

Kevin’s experience prior to joining WMK is uniquely aligned with his current role. He served Dealer Principles as an Account Manager for the Amynta Group, where he was responsible for maximizing his client’s Finance & Insurance strategies. He also spent a decade at GM Financial, serving various roles from Credit Management to Account Executives. His career began as a Financial Advisor.

Kevin earned his BA in Economics from the University of Colorado at Boulder. In his free time, he is an avid hockey fan and coach, deeply engaged in the Colorado Amateur Hockey Association Board. He holds the FINRA Series 65 license.

Patricia (Trish) brings a client-focused approach to wealth management, specializing in supporting ultra-high-net-worth families with their complex financial needs. Her background in financial services and commitment to building long-term relationships align with WMK's values of integrity, transparency, and shared success.

Prior to joining WMK, Trish was an Associate at True West, a Colorado-based compliance consulting firm serving SEC-registered investment advisers. There, she developed a passion for client success and clear communication. She began her career with Fidelity Investments.

Trish earned her BA in Finance from the University of Oklahoma and holds the FINRA Series 65 license.