Heather Stewart Williams

Director of Investments chez Pointe Capital Management LLC

Profil

Ms. Heather S.
Williams, CFA, is a Director of Investments at Pointe Capital Management LLC.
She brings over 40 years of investment experience to her role as Director of Investments at Pointe Capital Management.
Her background includes research and portfolio management serving clients and philanthropic organizations.
Prior to joining Pointe Capital, Ms. Williams spent over nine years with TMW Enterprises, Inc. providing portfolio management, investment research, estate planning and wealth transfer strategies to an entrepreneurial, multi-generational family.
Prior to TMW, she spent four years with Munder Capital Management and two years with Loomis Sayles providing quantitative equity analysis and research to identify potential investment opportunities for their respective large cap value and small cap value teams.
She received her B.S.
in Mathematics from the University of Michigan and is a CFA charter holder.

Postes actifs de Heather Stewart Williams

Sociétés	Poste	Début
Pointe Capital Management LLC	Director of Investments	01/01/2025