Wesley S. Williams
Operationeel Directeur bij Asset Preservation Advisors, Inc.
Profiel
Mr. Wesley S.
Williams is a Chief Operating Officer & Partner at Asset Preservation Advisors, Inc. He joined Asset Preservation Advisors (APA) in 2012, originally working on the trading desk before moving into successive roles.
As chief operating officer, Wesley works across the firm to help manage the day-to-day operations, and has led the implementation of new technology systems.
Additionally, he manages many of the Firm’s advisor client and external vendor partner relationships.
He serves on APA’s Investment Committee, and became a partner of the Firm in 2021.
He began his career in the investment management industry in 2011, and before joining APA, he worked at Morgan Stanley and Sterne Agee & Leach.
He received an M.B.A.
from the Georgia Institute of Technology’s Scheller College of Business, and a B.B.A.
in Finance from the University of Mississippi.
Actieve functies van Wesley S. Williams
Bedrijven | Functie | Begin |
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Asset Preservation Advisors, Inc.
Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Operationeel Directeur | 01-01-2023 |
Opleiding van Wesley S. Williams
University of Mississippi | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 1 |
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Asset Preservation Advisors, Inc.
Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Finance |