Ethan Bolmgren is a Client Service Lead at William Joseph Capital Management, where he specializes in client onboarding, account transitions, and operational support for retirement and investment accounts.
With hands‑on experience working across key custodial platforms like AssetMark and Charles Schwab, Ethan focuses on supporting a smooth and efficient client experience.
He is currently pursuing a degree in accounting and brings a strong background in client billing, operations, and service excellence to the firm