Profil
Mr. Edward W.
Williams is a Principal & Portfolio Manager at Paragon Capital Management LLC.
He joined the firm in 2000, having already amassed over 20 years of investment experience.
Mr. Williams acquired his expertise serving UMB as Vice President, Portfolio Manager and Investment Analyst after several years spent as Director of Institutional markets at Security Benefits Group.
Perhaps the position that best prepared him for Paragon Capital was the experience gained running the day-to-day operations and managing investments for his own firm – Williams Capital Management.
Mr. Williams graduated from Trevecca Nazarene College in 1983 with a Bachelors of Science in Business Administration.
Anciens postes connus de Ward Williams
| Sociétés | Poste | Fin |
|---|---|---|
Paragon Capital Management LLC
 Paragon Capital Management LLC Investment ManagersFinance Paragon Capital Management LLC is an independent registered investment advisor headquartered in Overland Park, Kansas. It was founded by Howard T. Jacobson in 1998. The firm provides regular and continuous management and supervision of assets as well as financial planning primarily to individuals, high net worth individuals, foundations, trusts and estates. | Gestionnaire de Portefeuille-Actions | 01/09/2019 |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
SWS Capital Management LLC
 SWS Capital Management LLC Investment ManagersFinance SWS Capital Management LLC (SWSCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Christopher Williams in 2002 as Williams Capital Management LLC. They are a wholly owned subsidiary of Shank Williams Cisneros LLC. SWSCM provides discretionary fixed-income investment advisory services to institutional clients through separate accounts. | Corporate Officer/Principal | - |
Formation de Ward Williams
| Trevecca Nazarene University | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Paragon Capital Management LLC
Paragon Capital Management LLC Investment ManagersFinance Paragon Capital Management LLC is an independent registered investment advisor headquartered in Overland Park, Kansas. It was founded by Howard T. Jacobson in 1998. The firm provides regular and continuous management and supervision of assets as well as financial planning primarily to individuals, high net worth individuals, foundations, trusts and estates. | Finance |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |
SWS Capital Management LLC
SWS Capital Management LLC Investment ManagersFinance SWS Capital Management LLC (SWSCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Christopher Williams in 2002 as Williams Capital Management LLC. They are a wholly owned subsidiary of Shank Williams Cisneros LLC. SWSCM provides discretionary fixed-income investment advisory services to institutional clients through separate accounts. | Finance |
