Mr. Williams has extensive experience in the Institutional arena. He has raised assets for several financial firms, aggregating to over $2 billion dollars over his career. He has been advising Institutional clients for over 20 years on a variety of asset classes including fixed income, equity and alternatives. He holds three FINRA industry licenses including: Series 7 (Full Registration/General Securities Representative), 31 (Futures Managed Exam), and 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law).
Mr. Williams holds a Masters degree in finance and marketing from the Massachusetts Institute of Technology and a Bachelors of Arts degree with honors from Wesleyan University. He is the President and Treasurer for the National Association of Securities Professionals-New York Chapter. He is the Board Chair for Today’s Students Tomorrow’s Teachers and Senior Advisor of ChoicePoints Learning, LLC. He served as a Corporate Affiliate Board member for the National Association of State Treasurers and is a former Trustee of Buckingham Browne and Nichols School.