Allison Grant Williams Email & Phone Number

Chicago, IL, US

Denver, Colorado, US

SEC-registered, open-end management investment company; an exchange traded fund series listed on NYSE Arca, consisting of 11 S&P 500 sector index funds licensed by S&P Dow Jones Indices.

Boston, MA, US

• One of oldest alumni clubs, enriching members and communityBOARD DIRECTOR, HBSCC CHARITABLE FUND (2018 – present)
• The club-funded 501(c)3 sponsors executive leaders from the Chicagoland non-for-profit community to attend HBS Executive Education programs. HBSCC BOARD DIRECTOR (currently, 2007 – 2013)

Chicago, IL, US

• ART INSTITUTE OF CHICAGO (AIC): A preeminent art museum, and among the largest globallyLAC MEMBERSHIP COMMITTEE CHAIR (2021 – present)LAC MEMBER (2019 - present)
• Works with the AIC President and senior professional staff to provide counsel, insight, and support to the Museum regarding African American engagement.

• GRANT PARTNERS II, LLC, Chicago, IL (2021 – present)GRANT PARTNERS, LLC, Chicago, IL (2001 – 2011)PrincipalEstablished business strategy and organizational development consulting practice to serve investment firms..
• Established programmatic relationships with affinity organizations as CFAI’s Director of Diversity Outreach, to promote greater ethnic and gender diversity within the investment management profession and among CFA.
• Raised new business to record firmwide level of $3.1B AUM, including successful funding of a new U.S. mid-cap equity strategy. Enhanced productivity by reorganizing operational processes and expanding use of new tech.
• Raised significant funds from several of the largest U.S. public pension plan sponsors, across mezzanine debt, property acquisitions, and joint venture equity investments for the Firm’s real estate investment advisory.

Chicago, IL, US

A privately-held, multi family office and private wealth management firm with over $40BN AUM for clients nationally. Established in 2017 the firm offers an integrated platform with access to institutional quality private investments, as well as an innovative array of financial planning and governance services.

Chicago, Illinois, US

• PRACTICE EXECUTIVE, Global Strategic Relationship Management - Asset Management, Corporate & Institutional Services (C&IS) Division (2017 – 2021)
• Drove strategic partnerships and asset management intermediary distribution with other financial institutions, in partnership with the CEO and divisional Presidents, via leveraging organizational insights, enterprise.
• As a dotted line report to the President of NT’s $1T AUM asset management division, positively impacted global revenue and broadened strategic consideration to expand access to and coverage of targeted advisory and.
• Reporting to the Global Funds Services (GFS) President, oversaw and improved internal processes of asset servicing and custody operations that remains the largest unit within C&IS, then a $3.1B revenue division with.
• Guided GFS location strategy implementation, improved fund operations productivity, and enhanced HCM outcomes.
• Managed 2,200 full-time operations employee professionals across India, U.K., Ireland, the Philippines, and U.S. Initiated global recruitment review for better control of expenses during rapid growth period, assessed.

• KEEL ASSET MANAGEMENT, LLCU.S. equity asset management firm, an early pioneer in ESG/Socially Responsible Investing BOARD DIRECTOR AND EXECUTIVE COMMITTEE MEMBER (2006 – 2011)
• Advised on strategic and governance oversight of investment management startup: AUM grew from $0 to $400M. Resigned upon acceptance of Northern Trust position.

Zurich, CH

• UBS ASSET MANAGEMENT (AMERICAS) INC.(fka UBS BRINSON, SBC BRINSON, BRINSON PARTNERS INC., FIRST CHICAGO INVESTMENT ADVISORS)PARTNER: Account Management/Business Development, Strategic Project Initiatives Manager.
• Launched Brinson Trust Company and Brinson Partners mutual fund series. Led oversight/selection of all fund administration, compliance procedures, and internal governance guidelines. Managed national consultant/global.
• Directed implementation of ESG investment research for Brinson, related to clients’ adoption of Sullivan/MacBride Principles.
• Served as key liaison of partner leadership teams engaged in buy-out and acquisition integrations concluded with UBS.
• Managed a $3.5B corporate/public plan sponsor client base in global U.S./non-U.S. equities, non-U.S. fixed income, private equity portfolios: directed client reporting, PM implementation; raised $1.5B+ in assets for.
• Established new trading relationships with targeted institutions, e.g., Japanese bank prospects.JPMORGAN CHASE (fka FIRST CHICAGO CORPORATION, FIRST CHICAGO NBD CORPORATION, BANK ONE)Large Corporate Lending.

Master Of Business Administration - Mba, Finance

Ab, American Literature