People

Susan Williams

Susan Williams

Formal First Name
Susan
Link
Dates
1965 - present
Location

Susan Williams is a Senior Portfolio Manager at SGL Investment Advisors, a boutique investment management firm based in Missoula, MT. She has over 30 years of extensive experience in the financial services industry. Prior to joining SGLIA, Williams served as Assistant Portfolio Manager at Thornburg Investment Management. In this previous capacity, she launched a corporate bond fund and assisted on the buy-side for taxable and tax-free funds. She was also an Analyst and Commercial Lending Officer at the Chemical Bank.

Professional Experience


Academic History

CURRENT APPOINTMENTS


LICENSES

  • Series 7, 24, 63, 65