Heather Stewart Williams
Analyst-Equity at Pointe Capital Management LLC
Profile
Ms. Heather S.
Williams, CFA, is a Senior Investment Analyst at Pointe Capital Management LLC.
She is responsible for investment research, security selection, portfolio analytics & management, and performance evaluation.
She brings over 30 years of investment experience from research and portfolio management to client services and philanthropy.
Prior to joining Pointe Capital, she spent over nine years with TMW Enterprises, Inc. providing portfolio management, investment research, estate planning and wealth transfer strategies to an entrepreneurial, multi-generational family.
Prior to TMW, she spent four years with Munder Capital Management and two years with Loomis Sayles providing quantitative equity analysis and research to identify potential investment opportunities for their respective large cap value and small cap value teams.
She received her B.S.
in Mathematics from the University of Michigan and is a CFA charter holder.
Heather Stewart Williams active positions
Companies | Position | Start |
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Pointe Capital Management LLC
Pointe Capital Management LLC Investment ManagersFinance Pointe Capital Management LLC is an investment management company based in Grosse Pointe Farms, MI. The private company utilizes a disciplined investment process with a focus on cash generation, liquidity, tax sensitivity, and risk management. It was founded in 2010 by Paul John Huebner, who has been the CEO since then. | Analyst-Equity | 2016-05-31 |
Training of Heather Stewart Williams
University of Michigan | Undergraduate Degree |
Experiences
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Private companies
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Linked companies
Private companies | 1 |
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Pointe Capital Management LLC
Pointe Capital Management LLC Investment ManagersFinance Pointe Capital Management LLC is an investment management company based in Grosse Pointe Farms, MI. The private company utilizes a disciplined investment process with a focus on cash generation, liquidity, tax sensitivity, and risk management. It was founded in 2010 by Paul John Huebner, who has been the CEO since then. | Finance |
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