![Will 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>)
Will Williams
Directeur Général chez
David Vaughan Investments LLC
Profil
Mr. Lawrence Williams is a Chairman, President, Chief Executive Officer & Partner at David Vaughan Investments LLC.
He provides leadership and guidance for all aspects of the firm.
He serves on the Management Committee that oversees the daily operations of the firm and is also a member of the Investment Committee, where he provides research and input regarding DVI's core equity investment strategy.
In 2017, he was appointed as Chairman of DVI's Board of Directors.
In addition to these responsibilities, he serves as a relationship manager and provides his insights on various tax, financial and estate planning matters.
Prior to joining the firm, Mr. Williams was employed by Bielfeldt & Company as a Proprietary Trader and Market Analyst.
Mr. Williams holds a Bachelor of Arts in Economics and Political Science from Denison University and Masters in Business Administration from Bradley University.
Postes actifs de Will Williams
| Sociétés | Poste | Début |
|---|---|---|
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets. | Directeur Général | 01/01/1991 |
Anciens postes connus de Will Williams
| Sociétés | Poste | Fin |
|---|---|---|
American Red Cross Central Illinois Chapter, Inc.
 American Red Cross Central Illinois Chapter, Inc. Services to the Health IndustryHealth Services Engages in organizing programs for funding base that allows Red Cross to respond immediately to the needs of individuals and families impacted by disasters | Corporate Officer/Principal | - |
Country Club of Peoria
 Country Club of Peoria Movies/EntertainmentConsumer Services Offers recreational facilities and services | Corporate Officer/Principal | - |
Formation de Will Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets. | Finance |
Bradley University
 Bradley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Denison University
 Denison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Red Cross Central Illinois Chapter, Inc.
American Red Cross Central Illinois Chapter, Inc. Services to the Health IndustryHealth Services Engages in organizing programs for funding base that allows Red Cross to respond immediately to the needs of individuals and families impacted by disasters | Health Services |
Country Club of Peoria
Country Club of Peoria Movies/EntertainmentConsumer Services Offers recreational facilities and services | Consumer Services |
