Talk to sales Try for Free
Trace Williams, CFA

Trace Williams, CFA

Investment Performance Associate

Followers of Trace Williams, CFA640 followers
location of Trace Williams, CFACharlotte, North Carolina, United States

Connect with Trace Williams, CFA to Send Message

Connect

Connect with Trace Williams, CFA to Send Message

Connect

  • Timeline

  • 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