People

  1. Home
  2. People
  3. Susan Williams
Susan Williams

Susan Williams

Formal First Name
Susan
Link
LinkedIn
Dates
1965 - present
Location
Missoula

Susan Williams is a Senior Portfolio Manager at SGL Investment Advisors, a boutique investment management firm based in Missoula, MT. She has over 30 years of extensive experience in the financial services industry. Prior to joining SGLIA, Williams served as Assistant Portfolio Manager at Thornburg Investment Management. In this previous capacity, she launched a corporate bond fund and assisted on the buy-side for taxable and tax-free funds. She was also an Analyst and Commercial Lending Officer at the Chemical Bank.

Professional Experience

Academic History

CURRENT APPOINTMENTS


LICENSES

  • Series 7, 24, 63, 65

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

Copyright Finnotes.org © 2018 - 2020