Verified recordFinancial Services

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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Email

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n•••••••@aamlive.com

Phone

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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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