Trevor Williams Email & Phone Number
Managing Director, Portfolio Manager (Alternative Investments) @ Penn Mutual Asset Management, LLC
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Trevor Williams Location
- Wayne, PA, US
Trevor Williams Work
- 2014 -now Managing Director, Portfolio Manager (Alternative Investments) @
- 2009 -2014 Vice President, Manager, Investment Analyst Group - Wealth Management Research @
- 2007 -2008 Head of Client Service @ Redstone Investment Management, LP
- 2006 -2007 Senior Investment Manager @ NewMarket Capital Partners
- 2002 -2006 Director of Manager Research @ Ascendant Capital Partners, LLP
- 2000 -2001 Senior Associate, Due Diligence @
- 2000 -2000 Manager, National Investment Advisory Services @
- 1997 -2000 Research Assistant @
Trevor Williams Education
- Villanova University
MBA (general)
1992-1994 - Siena University
BBA (Accounting)
1988-1992
Trevor Williams Skills
- Alternative Investments
- Private Equity
- Hedge Funds
- Investments
- Portfolio Management
- Due Diligence
- Research
- Securities
- Asset Management
- Asset Allocation
- Mutual Funds
- Financial Services
- Client Services
- Client Service
- Wealth Management
- Morningstar Direct
- Valuation
- Asset Managment
- Finance
- Investment Management
- Microsoft Word
- Microsoft Office
- Equities
- Series 7
Trevor Williams Summary
- Trevor Williams, based in Wayne, PA, US, is currently a Managing Director, Portfolio Manager (Alternative Investments) at Penn Mutual Asset Management, Inc.. Trevor Williams brings experience from previous roles at Janney Montgomery Scott, Redstone Investment Management, LP, NewMarket Capital Partners and Ascendant Capital Partners, LLP. Trevor Williams holds a 1992 - 1994 MBA in general @ Villanova University. With a robust skill set that includes Alternative Investments, Private Equity, Hedge Funds, Investments, Portfolio Management and more. Trevor Williams has 3 emails and 3 mobile phone numbers on RocketReach.
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