Ernest Williams
Gestionnaire de Portefeuille-Actions chez Lee, Danner & Bass, Inc.
Profil
Mr. Ernest Williams, III CFA, is a Principal, Vice President & Director at Lee, Danner & Bass, Inc.
Mr. Williams began his investment career with Chemical Bank in New York as a securities analyst and portfolio manager.
In 1975 he earned the Chartered Financial Analyst designation as an officer of C&S Invesco.
He was the Assistant Treasurer & Acting Treasurer of Vanderbilt University from 1976 to 1981.
In 1981 he founded The Southern Fiduciary Group, Inc., an S.E.C.
registered investment counseling firm, serving as president until 2007 when he joined Lee, Danner & Bass, Inc.
He is a 1967 graduate of Washington & Lee University and received an MBA from Cornell University in 1969.
He is a member of the CFA Institute.
Postes actifs de Ernest Williams
| Sociétés | Poste | Début |
|---|---|---|
Lee, Danner & Bass, Inc.
 Lee, Danner & Bass, Inc. Investment ManagersFinance Lee, Danner & Bass, Inc. (LBD) is an independent wealth management firm and registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 1988 by Ray Danner and Francis Bass II. LBD provides portfolio management services to high net-worth individuals, banks or thrift institutions, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments and corporations. | Gestionnaire de Portefeuille-Actions | 01/01/2007 |
Anciens postes connus de Ernest Williams
| Sociétés | Poste | Fin |
|---|---|---|
The Southern Fiduciary Group, Inc.
 The Southern Fiduciary Group, Inc. Investment ManagersFinance The Southern Fiduciary Group, Inc. (SFG) is a registered investment advisor based in Nashville. | President | 31/12/2006 |
Formation de Ernest Williams
| Cornell University | Masters Business Admin |
| Washington & Lee University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Southern Fiduciary Group, Inc.
The Southern Fiduciary Group, Inc. Investment ManagersFinance The Southern Fiduciary Group, Inc. (SFG) is a registered investment advisor based in Nashville. | Finance |
Lee, Danner & Bass, Inc.
Lee, Danner & Bass, Inc. Investment ManagersFinance Lee, Danner & Bass, Inc. (LBD) is an independent wealth management firm and registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 1988 by Ray Danner and Francis Bass II. LBD provides portfolio management services to high net-worth individuals, banks or thrift institutions, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments and corporations. | Finance |
