Steven Williams
Partner and Chief Client Officer at Cerity Partners
- Role
- Partner and Chief Client Officer at Cerity Partners at Cerity Partners
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
Experience
Partner and Chief Client Officer at Cerity Partners
Nov 2020 — Present · Orange County, CA, US
Steve Williams, a Partner and the Chief Client Officer for Cerity Partners, is responsible for growing the firm\'s partnerships and client relationships. Steve also advises individuals and their families, companies and their executives and non-profit organizations. He is a member of Cerity Partners\' Executive Committee.
Education
University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
1997
Skills
- Wealth Management
- Series 24
- Trading
- Separately Managed Accounts
- Securities Regulation
- Retirement Planning
- Series 7
- Investment Advisory
- Asset Management
- Portfolio Management
- Finra
- Investment Strategies
- Financial Services
- Alternative Investments
- Mutual Funds
- Asset Allocation
- Series 63
- Securities
- Investments
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