![PJ Williams](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
PJ Williams
Directeur en chef des Investissements chez
Stearns Financial Services Group, Inc. (North Carolina)
Profil
Mr. Phillip E.
Williams is a Chief Investment Officer & Global Strategist at Stearns Financial Services Group, Inc. (North Carolina).
He has been with SFG since 2011.
He is also a member of SFG’s Investment Committee.
Prior to joining Stearns, Mr. Williams worked at Bank of America in corporate and investment banking, providing structured product and financial solutions to institutional investors.
He also spent time in the bank’s risk management area, where he performed quantitative analysis on the corporate and commercial loan portfolios to identify optimal asset allocation.
He received his BS in Mathematical Economics from Wake Forest University.
He is also a Chartered Financial Analyst charter holder and is a member of the CFA Institute.
Postes actifs de PJ Williams
| Sociétés | Poste | Début |
|---|---|---|
Stearns Financial Services Group, Inc. (North Carolina)
 Stearns Financial Services Group, Inc. (North Carolina) Investment ManagersFinance SFSG takes a long-term investment approach, emphasizing asset allocation strategies and diversification as a means of reducing risk. They use both fundamental and technical analysis to analyze securities. The firm believes that over time, an investment’s fundamentals (earnings, cash flows, revenues, financial strength, etc.) will drive performance but that technical analysis (studying past market data to try to determine future price trends) can potentially enhance performance and reduce risk from an investment entry or timing standpoint. | Directeur en chef des Investissements | 01/06/2018 |
Formation de PJ Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stearns Financial Services Group, Inc. (North Carolina)
Stearns Financial Services Group, Inc. (North Carolina) Investment ManagersFinance SFSG takes a long-term investment approach, emphasizing asset allocation strategies and diversification as a means of reducing risk. They use both fundamental and technical analysis to analyze securities. The firm believes that over time, an investment’s fundamentals (earnings, cash flows, revenues, financial strength, etc.) will drive performance but that technical analysis (studying past market data to try to determine future price trends) can potentially enhance performance and reduce risk from an investment entry or timing standpoint. | Finance |
