Artwork

Content provided by CFA Society Cleveland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Cleveland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management

31:14
 
Share
 

Manage episode 371177045 series 3445185
Content provided by CFA Society Cleveland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Cleveland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk with Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management. Danielle grew up in Cleveland before college and her career took her to the east coast where she now lives. In this conversation, Danielle talks about how her work in credit underwriting and passion for deep research prepared her well for a career in buy-side investing as well as her passion for travel and how her kids became interested financial markets. Connect with Danielle here: https://www.linkedin.com/in/danielle-williams-cfa-0a9835/

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 371177045 series 3445185
Content provided by CFA Society Cleveland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Cleveland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk with Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management. Danielle grew up in Cleveland before college and her career took her to the east coast where she now lives. In this conversation, Danielle talks about how her work in credit underwriting and passion for deep research prepared her well for a career in buy-side investing as well as her passion for travel and how her kids became interested financial markets. Connect with Danielle here: https://www.linkedin.com/in/danielle-williams-cfa-0a9835/

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/

  continue reading

26 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide