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
- Managing Director, Portfolio Manager (Alternative Investments) @ (September 2014 - Present)
- Vice President, Manager, Investment Analyst Group - Wealth Management Research @ (July 2009 - August 2014)
- Head of Client Service @ Redstone Investment Management, LP (May 2007 - November 2008)
- Senior Investment Manager @ NewMarket Capital Partners (September 2006 - May 2007)
- Director of Manager Research @ Ascendant Capital Partners, LLP (January 2002 - September 2006)
- Senior Associate, Due Diligence @ (July 2000 - December 2001)
- Manager, National Investment Advisory Services @ (February 2000 - July 2000)
- Research Assistant @ (September 1997 - February 2000)
Trevor Williams Education
- Villanova University
MBA (general)
1992-1994 - Siena University
BBA (Accounting)
1988-1992
Trevor Williams Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Client Service
- Client Services
- Due Diligence
- Equities
- Finance
- Financial Services
- Hedge Funds
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
- Research
- Securities
- Series 7
- Valuation
- Wealth Management
- Morningstar Direct
- Asset Managment
- Microsoft Word
- Microsoft Office
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, Asset Allocation, Asset Management, Client Service, Client Services and more. Trevor Williams has 3 emails and 3 mobile phone numbers on RocketReach.
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