Nick Williams
Portfolio Manager at Advisors Asset Management, Inc
Based in Boerne, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Boerne
Industry
Financial Services
Company size
287
Contact information
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n•••••••@aamlive.com
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Background
About Nick Williams
Nick Williams, CFA®, CAIA is an Equity Portfolio Manager at Advisors Asset Management, Inc.(AAM). Nick has been with AAM for over 13 years serving in various sales and management roles. He started his career as a fixed income and structured product sales consultant specializing in portfolio construction and analysis. Over his tenure at AAM he has been responsible for sales across all AAM solutions including Fixed Income, Structured Products, SMAs, ETFs, UITs, and Mutual Funds. As Executive Director, he led a team focused on Fixed Income and Structured Products, and most recently served as Head of the Managed Solutions team responsible for sales and distribution into the independent broker dealer and RIA channels. In his current role as an Equity Portfolio Manager he is involved in a number of the firm’s Proprietary Separately Managed Accounts strategies, Unit Investment Trusts, and ETF solutions. Nick completed his undergraduate degree at Texas A&M, College Station in Agricultural Economics in 2009 with an emphasis in Finance and Real Estate. He holds a Chartered Financial Analyst (CFA®) designation and a Chartered Alternative Investment Analyst (CAIA™) designation. He also holds the Series 7, 66, & 24 FINRA licenses.
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