Trace Williams
Vice President at Dimensional Fund Advisors
- Role
- Investment Strategist & Vice President at Dimensional Fund Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Trace Williams
Trace manages the east coast team of portfolio consultants for Dimensional Fund Advisors. Leveraging 15 years of multi-asset class investment knowledge, Trace works with advisors and institutions to address a range of topics like asset allocation, portfolio construction, manager selection, and investment analytics. Through data, education, and conversation, he showcases how Dimensional strategies can solve client problems.
Experience
Investment Strategist & Vice President
Jan 2024 — Present
Education
Appalachian State University
Business
2005 — 2007
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA
2007 — 2009
Skills
- Trading
- Mutual Funds
- Visual Basic
- Alternative Investments
- Financial Modeling
- Microsoft Office
- Investments
- Portfolio Management
- Etfs
- Equity Trading
- Asset Allocation
- Bloomberg
- Swaps
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