Bert Williams

About Bert Williams

Bert Williams is Managing Director for JFG Family Office. He joined JFG in 2014. Mr. Williams is responsible for people, culture, and operations at JFG.Prior to joining JFG, Mr. Williams was president for UMB Bank Colorado. Mr. Williams joined UMB in 2009 and lead Commercial Banking, business development and community involvement efforts for the bank.During his 22-year career in finance, Mr. Williams has served in a variety of leadership roles in Investments, Global Correspondent Banking, Global Financial Institutions, Commercial Banking, Treasury Management, and Commercial Client Services.Mr. Williams is an active member in the Denver community. Alliance for Choice in Education (2009 – Present)• Governing Board – Member, Vice Chair, Treasurer• Board of Advisors Executive Committee – Past ChairYoung Presidents Organization (YPO) Member (2012 – Present)• Board Member, Forum Officer 2015-presentDenver Leadership Foundation Board (Denver Chamber of Commerce) – Member (20••••14)Colorado Children’s Hospital Foundation Corporate Leadership Council (20••••14)Big Brothers Big Sisters of Colorado Board of Directors (20••••12)• Past “Big Mentor”A Colorado native, Mr. Williams earned a Bachelor of Science in Journalism at the University of Colorado, Boulder. Mr. Williams and his wife Jodi are the parents of two daughters, Reagan and Reese.

Experience

1. Managing Director

   Jfg Family Office

   Dec 2013 — Present · Denver, CO, US

Education

• University of Colorado Boulder

  Bachelor of Science, Journalism

  1990 — 1993

Skills

• Management
• Leadership
• Financial Services
• Portfolio Management
• Loans
• Treasury Management
• Sales
• Commercial Lending
• Commercial Banking
• Credit
• Strategic Planning
• Small Business Lending
• Banking
• Mortgage Lending
• Financial Institutions
• Financial Analysis
• Finance