Fredric Wallace Williams
Directeur Général chez Old Port Advisors, Inc.
Profil
Mr. Fredric W.
Williams is a Managing Director at Old Port Advisors, Inc. He is the Founder and Principal shareholder of Old Port Advisors, which he originally established as Investment Management Consulting Group (IMCG) in 1994.
He has actively served in the financial services industry in the northeast for more than 30 years, filling a multitude of roles from management to analytical research and client consulting.
Chairing the Old Port Advisors’s Investment Policy Committee, he oversees portfolio management and economic and equity sector analysis, as well as heads up the firm’s endowment consulting services.
He graduated from Vassar College in 1978.
Within the professional community, he is a member of the Maine CFA Society, Maine Estate Planning Council, Maine Employee Benefit Council, and the Greater Portland Chamber of Commerce.
Postes actifs de Fredric Wallace Williams
| Sociétés | Poste | Début |
|---|---|---|
Old Port Advisors, Inc.
 Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Directeur Général | 01/01/1994 |
Formation de Fredric Wallace Williams
| Vassar College | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
