Will Thomas, CFP®

Will Thomas serves as Director of Operations and Chief Compliance Officer at 3Chopt Investment Partners, overseeing operations, technology, and regulatory compliance while supporting client relationships and the firm’s investment platform.

Will has over 17 years of experience in the financial services industry. He spent seven years at Thompson, Siegel & Walmsley as an Investment Analyst, supporting clients with portfolio research, analysis, and the implementation of multi-asset investment strategies. His responsibilities also included trading, manager research, and various compliance-related initiatives.

Prior to joining Thompson, Siegel & Walmsley in 2015, Will served as an Assistant Vice President of Operations at C&F Bank.

Will is actively engaged in the Richmond community, having served on the Finance Committee and Board of the Richmond Community ToolBank, and regularly volunteering with the Feed More Community Food Bank.

Will is a graduate of Virginia Tech and is a CFP® professional. He is registered as an Investment Advisor Representative.

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Certified Financial PlannersTM (CFP®) are licensed by the CFP ® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.