Joe Williams
Private Equity Investor bij Kennedy Lewis Investment Management LLC
Profiel
Joe Williams joined Kennedy Lewis in 2023 and is a Managing Director and Head of National Accounts for Kennedy Lewis Capital Company.
Mr. Williams was formerly a Managing Director and Head of Distribution at Cadre, LLC, a fintech company focused on democratizing access to institutional quality real estate private equity, where he was responsible for managing both the direct to High Net Worth and Intermediary sales teams.
Prior to Cadre, Mr. Williams was Head of Distribution at Altegris in La Jolla, CA from 2018-2020.
Prior to Altegris, Mr. Williams was with Cohen and Steers, an Asset Manager focused on real assets and preferred securities, in New York, NY from 2009-2017.
He began at Cohen and Steers as a regional vice president, Broker Dealer Channel, and was eventually promoted to senior vice president, National Sales Director of Wealth Management Consulting where he was responsible for managing a 23-person internal and external sales team.
Prior to joining Cohen and Steers, Mr. Williams was a regional vice president for Evergreen Investments, the former investment management business of Wachovia, in Boston, MA and held positions at J&W Seligman in New York, NY beginning in 1998.
Mr. Williams began his career in finance in 1993 as an institutional Government Bond Broker at Cantor Fitzgerald L.L.C.
in New York, NY.
Mr. Williams earned a BA in Psychology from the College of the Holy Cross, and holds the CAIA designation.
Actieve functies van Joe Williams
Bedrijven | Functie | Begin |
---|---|---|
Kennedy Lewis Investment Management LLC
Kennedy Lewis Investment Management LLC Investment ManagersFinance Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York. | Private Equity Investor | 01-07-2023 |
Eerdere bekende functies van Joe Williams
Bedrijven | Functie | Einde |
---|---|---|
Cadre, Inc.
Cadre, Inc. Data Processing ServicesTechnology Services Part of Sungard Availability Services Capital, Inc., Cadre, Inc. is a recruiting firm that specializes in building teams and recruiting top tech talent. The American company provides clients with a personalized and curated recruiting experience. | Private Equity Investor | 01-02-2023 |
Resonance Funds
Resonance Funds Miscellaneous Commercial ServicesCommercial Services Resonance Funds provides financial services. The company was founded by Benjamin M. Savage and James D. Waldinger is headquartered in New York, NY. | Corporate Officer/Principal | 01-12-2020 |
COHEN & STEERS, INC. | Private Equity Investor | 01-04-2017 |
Evergreen Investments & Management LLC
Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Private Equity Investor | 01-09-2009 |
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Private Equity Investor | 01-12-2007 |
Opleiding van Joe Williams
College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
COHEN & STEERS, INC. | Finance |
Bedrijven in privébezit | 5 |
---|---|
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Finance |
Cadre, Inc.
Cadre, Inc. Data Processing ServicesTechnology Services Part of Sungard Availability Services Capital, Inc., Cadre, Inc. is a recruiting firm that specializes in building teams and recruiting top tech talent. The American company provides clients with a personalized and curated recruiting experience. | Technology Services |
Evergreen Investments & Management LLC
Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Finance |
Resonance Funds
Resonance Funds Miscellaneous Commercial ServicesCommercial Services Resonance Funds provides financial services. The company was founded by Benjamin M. Savage and James D. Waldinger is headquartered in New York, NY. | Commercial Services |
Kennedy Lewis Investment Management LLC
Kennedy Lewis Investment Management LLC Investment ManagersFinance Kennedy Lewis Investment Management LLC (Kennedy Lewis) is a private equity firm founded in 2017 by David K. Chene and Darren L. Richman. The firm is headquartered in New York. | Finance |