Profile
Mr. Marcus A. Williams, CFA, is a Principal & Portfolio Manager at Leith Wheeler Investment Counsel Ltd. He joined Leith Wheeler as an Institutional/Pension Portfolio Manager in October 2015.
Mr. Williams brings over 20 years of experience in the pension and institutional investment industry, including previous roles as an Actuary and Investment Consultant at a large multi-national consulting organization and as a Senior Investment Analyst at an alternative asset management firm.
His previous clients have included corporate, government and union pension plans, as well as endowment funds and First Nations trust funds.
He received his undergraduate degree from The University of Liverpool and a graduate degree from King's College London.
He holds a Chartered Financial Analyst (CFA) designation and is a Fellow of the Canadian and UK Institute of Actuaries.
Marc Williams active positions
| Companies | Position | Start |
|---|---|---|
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Portfolio Manager-Equities | 2015-09-30 |
Training of Marc Williams
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| Private companies | 3 |
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Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Finance |
The University of Liverpool
The University of Liverpool Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
King's College London
King's College London Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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