Michael Williams Email & Phone Number

United States

Burlington, Vermont Area

• Part of an integral team of portfolio managers providing financial solutions for high net worth clients in a community bank environment.• Collaborate with Wealth Management Officers and Private Bankers to manage and grow the revenue of the Wealth Management division of the bank.• Work closely with a dedicated financial planner to customize Investment Policy Statements that coincide with the stated investment objectives of our clients.• Respond to proposal requests from prospective… Show more • Part of an integral team of portfolio managers providing financial solutions for high net worth clients in a community bank environment.• Collaborate with Wealth Management Officers and Private Bankers to manage and grow the revenue of the Wealth Management division of the bank.• Work closely with a dedicated financial planner to customize Investment Policy Statements that coincide with the stated investment objectives of our clients.• Respond to proposal requests from prospective clients using several different types of software.• Participating member of the Solutions Committee that use qualitative and quantitative metrics to vet managers for approval to the working list.• Initiated a sub-group of the Solutions Committee to establish a working list of liquid alternative investments.• Attend regularly schedule manager meetings to discuss the cross selling of fiduciary services to other areas of the bank. Show less

Bulington, Vt

• Responsible for the delivery of an open architecture style of portfolio management for the Vermont District of Key Private Bank.• Specialize in creating comprehensive investment policy statements for individuals, trusts, corporations and non-profit organizations.• Member of the national Due Diligence Committee that was responsible for the oversight of all mutual funds, ETFs and SMAs on the approved securities platform.• Participated in weekly, monthly and quarterly strategy… Show more • Responsible for the delivery of an open architecture style of portfolio management for the Vermont District of Key Private Bank.• Specialize in creating comprehensive investment policy statements for individuals, trusts, corporations and non-profit organizations.• Member of the national Due Diligence Committee that was responsible for the oversight of all mutual funds, ETFs and SMAs on the approved securities platform.• Participated in weekly, monthly and quarterly strategy meetings to discuss tactical changes with respect to asset allocation models.• Composed newsletter to communicate changes in strategy and market to the local market. Show less

Greencastle, Pa

• Re-established guidelines of the trust department by creating a policy and procedures manual.• Developed a Trust Committee for reporting the department’s fiduciary activities and then forwarded the meeting minutes to the Board of Directors for approval.• Supervised the operations area through regularly scheduled meetings with the operations manager and operations assistant.• Implemented a referral program for new trust prospects to employees of the16 branches of the… Show more • Re-established guidelines of the trust department by creating a policy and procedures manual.• Developed a Trust Committee for reporting the department’s fiduciary activities and then forwarded the meeting minutes to the Board of Directors for approval.• Supervised the operations area through regularly scheduled meetings with the operations manager and operations assistant.• Implemented a referral program for new trust prospects to employees of the16 branches of the bank.• Coordinated the investment research services of several respective firms with the process of managing trust accounts in order to improve the efficiencies of active management.• Managed daily activities of the department and growing the assets in a profitable and efficient manner. Show less

Chambersburg, Pa

• Managed over 1500 portfolios of the trust department in collaboration with six Trust Officers. • Supervised the Operations and Compliance divisions of the trust department• Managed the strategic direction of the trust department’s assets within the established investment policy guidelines of individual, corporate and non-profit accounts.• Supervised investment team and the trust operations area to ensure that accounts are being managed effectively and efficiently.• Oversaw… Show more • Managed over 1500 portfolios of the trust department in collaboration with six Trust Officers. • Supervised the Operations and Compliance divisions of the trust department• Managed the strategic direction of the trust department’s assets within the established investment policy guidelines of individual, corporate and non-profit accounts.• Supervised investment team and the trust operations area to ensure that accounts are being managed effectively and efficiently.• Oversaw the development and ongoing update of the department’s policy and procedures manual in order to comply with the latest regulatory updates. Show less

Chambersburg, Pa

• Founding member of a team that created a start-up trust company that specialized in non-depository trust solutions. • Developed a working list of securities that were used to create investment portfolios in fiduciary environment.• Established the policy and procedures for managing the investment area of the company.