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Samuel D. Williams
Plus aucun poste en cours
Profil
Samuel D.
Williams is the founder of Morse, Williams & Co., Inc. He worked as a Security Analyst at Van Strum & Towne, Inc. from 1964 to 2003.
He was a Senior Managing Director at Carret Asset Management LLC from 1999 to 2010.
He also worked as a Senior Portfolio Manager at Cowen Asset Management LLC.
In addition, he held the position of Vice President, Controller & Assistant Treasurer at Ducommun, Inc. and Ducommun LaBarge Technologies, Inc. (California).
Williams received his undergraduate degree from Harvard University.
Anciens postes connus de Samuel D. Williams
| Sociétés | Poste | Fin |
|---|---|---|
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Gestionnaire de Portefeuille-Actions | 30/04/2010 |
Van Strum & Towne, Inc.
 Van Strum & Towne, Inc. Investment ManagersFinance VST’s primary method of security analysis is fundamental analysis. Their investment philosophy is based on principles of capital preservation, growth of capital, and minimization of risk. The firm’s investment approach primarily emphasizes common stock and fixed income investments, which are further discussed below. Exchange-traded funds may also be utilized to obtain exposure to certain sectors of a market. | Analyst-Equity | 22/07/2003 |
Ducommun LaBarge Technologies, Inc. (California)
 Ducommun LaBarge Technologies, Inc. (California) SemiconductorsElectronic Technology Provides electronics manufacturing services | Comptroller/Controller/Auditor | - |
Wall Street Management Corp.
 Wall Street Management Corp. Investment ManagersFinance WSMC seeks above benchmark returns, with diversified growth and value, commensurate with a longer term investment horizon, through a combination of fixed income and equity securities. While the equity portion is designed to provide the growth impetus plus income, the fixed income portion provides a reduction of risk exposure and contributes a level of secure income. The balance between the equity and fixed income allocations is determined by each client’s specific needs and objectives, taking into account cash disbursement needs. | Corporate Officer/Principal | - |
Morse, Williams & Co., Inc.
 Morse, Williams & Co., Inc. Investment ManagersFinance Morse Williams & Co.'s (MWC) investment approach is based on both top-down and bottom-up methodologies. At weekly investment policy meetings, the principals review the overall investment, economic and political climate and discuss equity and fixed-income investments. From a universe of 3,000 stocks, proprietary algorithms are used to develop percentile rankings of company's forward expected returns. Each month the top percentile securities are reviewed for potential investment and the lower rankings are evaluated to determine whether they should be sold. Companies are analyzed with the objective of identifying earnings growth, vigorous new product activity, financial strength and management ability and incentives. MWC has a 12 to 18 month time horizon or longer. They tend to select stocks with above average growth characteristics with at or below market risk. Though not limited by sector, MWC tends to invest in the stocks of companies in the electronic technology, health technology, technology services and producer manufacturing sectors. The firm invests mainly in US mid-cap and large-cap stocks. MWC maintains a low turnover rate. | Fondateur | - |
Formation de Samuel D. Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
25
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Ducommun, Inc.
 Ducommun, Inc. Aerospace & DefenseElectronic Technology Manufactures aircraft components and equipment | Electronic Technology |
Van Strum & Towne, Inc.
Van Strum & Towne, Inc. Investment ManagersFinance VST’s primary method of security analysis is fundamental analysis. Their investment philosophy is based on principles of capital preservation, growth of capital, and minimization of risk. The firm’s investment approach primarily emphasizes common stock and fixed income investments, which are further discussed below. Exchange-traded funds may also be utilized to obtain exposure to certain sectors of a market. | Finance |
Wall Street Management Corp.
Wall Street Management Corp. Investment ManagersFinance WSMC seeks above benchmark returns, with diversified growth and value, commensurate with a longer term investment horizon, through a combination of fixed income and equity securities. While the equity portion is designed to provide the growth impetus plus income, the fixed income portion provides a reduction of risk exposure and contributes a level of secure income. The balance between the equity and fixed income allocations is determined by each client’s specific needs and objectives, taking into account cash disbursement needs. | Finance |
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Morse Williams & Co.'s (MWC) investment approach is based on both top-down and bottom-up methodologies. At weekly investment policy meetings, the principals review the overall investment, economic and political climate and discuss equity and fixed-income investments. From a universe of 3,000 stocks, proprietary algorithms are used to develop percentile rankings of company's forward expected returns. Each month the top percentile securities are reviewed for potential investment and the lower rankings are evaluated to determine whether they should be sold. Companies are analyzed with the objective of identifying earnings growth, vigorous new product activity, financial strength and management ability and incentives. MWC has a 12 to 18 month time horizon or longer. They tend to select stocks with above average growth characteristics with at or below market risk. Though not limited by sector, MWC tends to invest in the stocks of companies in the electronic technology, health technology, technology services and producer manufacturing sectors. The firm invests mainly in US mid-cap and large-cap stocks. MWC maintains a low turnover rate. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Finance |
Cowen Asset Management LLC
 Cowen Asset Management LLC Investment ManagersFinance Cowen Asset Management focuses on a growth-oriented investment style centered on small and mid-sized companies based primarily in North America. They target several sectors including healthcare, technology, telecommunications, aerospace & defense, consumer and alternative energy. | Finance |
Ducommun LaBarge Technologies, Inc. (California)
Ducommun LaBarge Technologies, Inc. (California) SemiconductorsElectronic Technology Provides electronics manufacturing services | Electronic Technology |
