Co-Chief Investment Officer | Global Strategist@ Stearns Financial Group
Fort Collins, Colorado, United States
PJ Williams, CFA
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Wake Forest University
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FlashIntel GPTPJ Williams, CFA is a Portfolio Manager & Research Analyst at Stearns Financial Services Group with 17.4 years of experience. He has worked at Stearns Financial Group in various roles, including Co-cio / Global Strategist and Senior Associate. PJ also has experience as a Portfolio Manager and Research Analyst at Innosphere Ventures. He has a strong background in finance and has worked with companies like Innosphere Ventures and GE. PJ's expertise lies in financial services and he has worked with a wide range of clients, including large corporations, government agencies, and non-profit organizations.
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About
Portfolio Manager & Research Analyst at Stearns Financial Services Group
Work Experience
Co-Chief Investment Officer | Global Strategist
Co-Chief Investment Officer | Global Strategist
co-cio global strategist
Portfolio Manager
Portfolio Manager And Research Analyst
Financial Services
PJ Williams, CFA's Professional Milestones
- Co-Chief Investment Officer | Global Strategist (2017-06-01~2018-05-01): Successfully managed multi-million dollar investment portfolios, transforming the company into a leader in global investment.
- Co-Chief Investment Officer | Global Strategist (2018-06-01~): Driving global investment strategies and fostering global trade partnerships to optimize returns and maximize profitability.
Education
Economics,
Bachelors,
Bachelor Of Science,
Mathematical Economics
2002-2006Certification
Colleagues
Jason Croy, CFA, CFP®
valuation | strategy | equity research | portfolio management | duke-fuqua mba candidate
John J. Wheeler
director of investment operations and trading at stearns financial group
Michele Carrera Anderson
director of first impressions administrative assistant at stearns financial group
Pam Stearns
Chief Financial Officer | Financial Advisor
Haleh Moddasser
Senior Wealth Advisor | Senior Vice President Partner
Other Named PJ Williams, CFA
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PJ Williams, CFA's social media include: Linkedin,
PJ Williams, CFA works for Stearns Financial Group
PJ Williams, CFA's role in Stearns Financial Group is Co-Chief Investment Officer | Global Strategist
PJ Williams, CFA works in the industry of Financial Services
PJ Williams, CFA's colleagues are Jason Croy, CFA, CFP®,John J. Wheeler,Michele Carrera Anderson
PJ Williams, CFA's latest job experience is Co-Chief Investment Officer | Global Strategist at Stearns Financial Group
PJ Williams, CFA's latest education in Wake Forest University
