Steven Williams
Partner and Chief Client Officer at Cerity Partners @Cerity Partners
Orange County, CA, US
EMAILS
s••••••••@ceritypartners.com
MOBILE NUMBERS
+19•••••••53
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WORK HISTORY
Nov 2020 — Present
Partner and Chief Client Officer at Cerity Partners @Cerity Partners
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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
1997
University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance
SKILLS
Wealth ManagementSeries 24TradingSeparately Managed AccountsSecurities RegulationRetirement PlanningSeries 7Investment AdvisoryAsset ManagementPortfolio ManagementFinraInvestment StrategiesFinancial ServicesAlternative InvestmentsMutual FundsAsset AllocationSeries 63SecuritiesInvestments
ABOUT STEVEN WILLIAMS
Partner and Chief Client Officer at Cerity Partners
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