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Profile of Jon Williams
 

Jon Williams

 
MD - Client Relations - Epoch Holding Corp.
 
Jon Williams Email :
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Company Name : Epoch Holding Corp.
 
Company Website : www.eipny.com
 
Company Address : 640-5th Ave.
18th Fl., New York, NY,
United States,
 
Jon Williams Profile :
MD - Client Relations - Epoch Holding Corp.
 
Jon Williams Biography :

Jon Williams has spent his entire career in the investment management business developing a specialty in advising institutions, families and individuals on all aspects of investment policy development, the selection of suitable investments, education and tailoring of investment strategies to meet the unique objectives of clients. Most recently he was a Managing Director with myCFO Investment Advisory Services where he advised affluent families on all aspects of their investments and had a significant influence on the development of the investment philosophy and implementation at myCFO while Chairing the Investment Policy Committee. Prior to joining myCFO, Mr. Williams spent eight years as a Partner with Asset Strategy Consulting in Los Angeles. Asset Strategy tailored investment advisory services for a variety of prominent institutional and individual investors with approximately $200 billion of pension, endowment, foundation, insurance, and healthcare assets. He received his Ph.D. in Economics from the University of California, Los Angeles and has taught economics at several universities. Jon is a CFA charterholder, a member of Association of Investment Management and Research, and a member of the Los Angeles Society of Financial Analysts. He is currently on the Board of Directors for Girls and Boys Town of Southern California.

 
Jon Williams Colleagues :
Name Title Email

Peter Flaherty

Board Dir. Please login

William Priest

CEO, Chief Investment Officer, Portfolio Mgr. Please login

Timothy Taussig

COO, Pres. Please login

Philip Clark

Exec. VP, Head - Client Relations Please login

David Pearl

Exec. VP, Head - US Equities, Portfolio Mgr. Please login


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