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Ernest Williams
Gestor de Cartera-Acciones en Lee, Danner & Bass, Inc. .
Perfil
Mr. Ernest Williams, III CFA, is a Principal, Vice President & Director at Lee, Danner & Bass, Inc.
Mr. Williams began his investment career with Chemical Bank in New York as a securities analyst and portfolio manager.
In 1975 he earned the Chartered Financial Analyst designation as an officer of C&S Invesco.
He was the Assistant Treasurer & Acting Treasurer of Vanderbilt University from 1976 to 1981.
In 1981 he founded The Southern Fiduciary Group, Inc., an S.E.C.
registered investment counseling firm, serving as president until 2007 when he joined Lee, Danner & Bass, Inc.
He is a 1967 graduate of Washington & Lee University and received an MBA from Cornell University in 1969.
He is a member of the CFA Institute.
Cargos activos de Ernest Williams
Empresas | Cargo | Inicio |
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Lee, Danner & Bass, Inc.
![]() Lee, Danner & Bass, Inc. Investment ManagersFinance Lee, Danner & Bass, Inc. (LBD) is an independent wealth management firm and registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 1988 by Ray Danner and Francis Bass II. LBD provides portfolio management services to high net-worth individuals, banks or thrift institutions, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments and corporations. | Gestor de Cartera-Acciones | 01/01/2007 |
Antiguos cargos conocidos de Ernest Williams.
Empresas | Cargo | Fin |
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The Southern Fiduciary Group, Inc.
![]() The Southern Fiduciary Group, Inc. Investment ManagersFinance The Southern Fiduciary Group, Inc. (SFG) is a registered investment advisor based in Nashville. | Presidente | 31/12/2006 |
Formación de Ernest Williams.
Cornell University | Masters Business Admin |
Washington & Lee University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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The Southern Fiduciary Group, Inc.
![]() The Southern Fiduciary Group, Inc. Investment ManagersFinance The Southern Fiduciary Group, Inc. (SFG) is a registered investment advisor based in Nashville. | Finance |
Lee, Danner & Bass, Inc.
![]() Lee, Danner & Bass, Inc. Investment ManagersFinance Lee, Danner & Bass, Inc. (LBD) is an independent wealth management firm and registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 1988 by Ray Danner and Francis Bass II. LBD provides portfolio management services to high net-worth individuals, banks or thrift institutions, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments and corporations. | Finance |
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