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Michael J. Williams, CFA, CFP

Michael J. Williams, CFA, CFP

Investment Counselor

Followers of Michael J. Williams, CFA, CFP336 followers
location of Michael J. Williams, CFA, CFPDeerfield, Illinois, United States

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  • Timeline

  • About me

    Managing Director at MAI Capital Management, a national RIA offering comprehensive wealth management solutions to individuals, families, and business owners.

  • Education

    • DePaul University - Charles H. Kellstadt Graduate School of Business

      2005 - 2009
      Master of Business Administration (M.B.A.) Finance

    • Miami University

      1992 - 1997
      Bachelor’s Degree Marketing

  • Experience

    • Citi Private Bank

      Apr 2002 - Sept 2015
      Investment Counselor

    • Hochman Cole Investment Advisors, Inc.

      Sept 2015 - Dec 2021
      Partner

    • MAI Capital Management, LLC

      Dec 2021 - now
      Managing Director

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Chartered Financial Consultant (ChFC)

      American College of Education