Ernest Williams

Portfolio Manager-Equities at Lee, Danner & Bass, Inc.

Finance

Consumer Services

Profile

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.

Ernest Williams active positions

Companies	Position	Start
Lee, Danner & Bass, Inc. Lee, Danner & Bass, Inc. Investment ManagersFinance Lee, Danner & Bass, Inc. (LBD) is an independent wealth management firm and registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 1988 by Ray Danner and Francis Bass II. LBD provides portfolio management services to high net-worth individuals, banks or thrift institutions, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments and corporations.	Portfolio Manager-Equities	2006-12-31

All active positions of Ernest Williams

Former positions of Ernest Williams

Companies	Position	End
The Southern Fiduciary Group, Inc. The Southern Fiduciary Group, Inc. Investment ManagersFinance The Southern Fiduciary Group, Inc. (SFG) is a registered investment advisor based in Nashville.	President	2006-12-30

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Training of Ernest Williams

Cornell University	Masters Business Admin
Washington & Lee University	Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Members of the board

Executives

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Linked companies

Private companies	2
The Southern Fiduciary Group, Inc. The Southern Fiduciary Group, Inc. Investment ManagersFinance The Southern Fiduciary Group, Inc. (SFG) is a registered investment advisor based in Nashville.	Finance
Lee, Danner & Bass, Inc. Lee, Danner & Bass, Inc. Investment ManagersFinance Lee, Danner & Bass, Inc. (LBD) is an independent wealth management firm and registered investment advisor headquartered in Nashville, Tennessee. The firm was founded in 1988 by Ray Danner and Francis Bass II. LBD provides portfolio management services to high net-worth individuals, banks or thrift institutions, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments and corporations.	Finance