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Trace Williams, CFA

Trace williams, cfa

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location of Trace Williams, CFACharlotte, North Carolina, United States
Phone number of Trace Williams, CFA+91 xxxx xxxxx
Followers of Trace Williams, CFA640 followers

  • Timeline

    Jun 2009 - Sept 2010

    Investment Performance Associate

    Cambridge Associates
    Sept 2010 - Apr 2013

    Portfolio Analyst

    ProShare Advisors, LLC
    Apr 2013 - Sept 2017

    Analyst - Investments

    Merrill Lynch
    Current Company
    Sept 2017 - now

    Investment Strategist & Vice President

    Dimensional Fund Advisors

  • About me

    Vice President at Dimensional Fund Advisors

  • Education

    • University of north carolina at chapel hill - kenan-flagler business school

      2007 - 2009
      Bsba finance/investment management

    • Appalachian state university

      2005 - 2007
      Business

  • Experience

    • Cambridge associates

      Jun 2009 - Sept 2010
      Investment performance associate

      - Conducted performance analysis for some of the most sophisticated investors in the world

    • Proshare advisors, llc

      Sept 2010 - Apr 2013
      Portfolio analyst

      - Managed over $1billion in leveraged and inverse exchange traded funds and mutual funds

    • Merrill lynch

      Apr 2013 - Sept 2017
      Analyst - investments

      - Led investment manager due diligence across public and private markets for a $4.5billion investment consulting team- Formulated investment policies and built/monitored portfolios for institutions and ultra-high net worth families

    • Dimensional fund advisors

      Sept 2017 - now

      • Investment Strategist & Vice President

        Jan 2024 - now

      • Investment Strategist

        Jan 2021 - Jan 2024

      • Associate Investment Strategist

        Sept 2017 - Jan 2021

  • Licenses & Certifications

    • Series 66

      Finra

    • Chartered financial analyst (cfa)

      Cfa institute

    • Series 7

      Finra