![Ernest Williams](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Ernest Williams, III CFA, is a Principal, Vice President & Director at Lee, Danner & Bass, Inc.
Mr. Williams began his investment career with Chemical Bank in New York as a securities analyst and portfolio manager.
In 1975 he earned the Chartered Financial Analyst designation as an officer of C&S Invesco.
He was the Assistant Treasurer & Acting Treasurer of Vanderbilt University from 1976 to 1981.
In 1981 he founded The Southern Fiduciary Group, Inc., an S.E.C.
registered investment counseling firm, serving as president until 2007 when he joined Lee, Danner & Bass, Inc.
He is a 1967 graduate of Washington & Lee University and received an MBA from Cornell University in 1969.
He is a member of the CFA Institute.
Eerdere bekende functies van Ernest Williams
| Bedrijven | Functie | Einde |
|---|---|---|
Lee, Danner & Bass, Inc.
 Lee, Danner & Bass, Inc. Investment ManagersFinance LDB aims to preserve and enhance their clients’ capital. They seek to achieve the highest possible investment return for clients, consistent with their individual objectives and constraints. The firm provides investment management services of financial assets, to include stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. LDB utilizes both the top-down and bottom-up approaches to conduct a comprehensive stock selection process. | Portefeuillebeheerder-Aandelen | 07-11-2025 |
The Southern Fiduciary Group, Inc.
 The Southern Fiduciary Group, Inc. Investment ManagersFinance SFG is a small/mid-cap GARP manager. | President | 31-12-2006 |
Opleiding van Ernest Williams
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
96
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
The Southern Fiduciary Group, Inc.
The Southern Fiduciary Group, Inc. Investment ManagersFinance SFG is a small/mid-cap GARP manager. | Finance |
Lee, Danner & Bass, Inc.
Lee, Danner & Bass, Inc. Investment ManagersFinance LDB aims to preserve and enhance their clients’ capital. They seek to achieve the highest possible investment return for clients, consistent with their individual objectives and constraints. The firm provides investment management services of financial assets, to include stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. LDB utilizes both the top-down and bottom-up approaches to conduct a comprehensive stock selection process. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
