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Bruce Conklin Williams
Gestore di Portafoglio-Azioni presso Ironwood Investment Counsel LLC
Profilo
Mr. Bruce C.
Williams, CFA, is a Partner at Ironwood Investment Counsel LLC since 2003.
He has over 39 years of experience in banking and financial services.
He joined the firm in February 2003.
Mr. Williams began his career at the First National Bank & Trust Company of Oklahoma City, where he spent nine years.
His tenure at the bank included six years in the Trust Investment Division, during which time he was involved with municipal bond and equity trading, as well as security analysis and portfolio management.
He was also involved in corporate finance and venture capital with First Oklahoma Bancorporation, the holding company that owned First National Bank.
In 1986, he joined L.
Roy Papp & Associates, and became a partner in 1991.
In addition to managing accounts for his private clients, he oversaw the equity trading for the firm's five public mutual funds.
He is a member of CFA Institute and the Phoenix CFA Society.
He is a Board member of the Arizona Chapter of the Nature Conservancy and served as Chairman from 2000 to 2003.
Mr. Williams received a Bachelor of Arts degree in Business Administration with a minor in Economics from Vanderbilt University.
He was awarded the Chartered Financial Analyst designation in 1991.
Posizioni attive di Bruce Conklin Williams
Società | Posizione | Inizio |
---|---|---|
Ironwood Investment Counsel LLC
![]() Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Gestore di Portafoglio-Azioni | 01/02/2003 |
Precedenti posizioni note di Bruce Conklin Williams
Società | Posizione | Fine |
---|---|---|
The First National Bank & Trust Co. of Oklahoma City | Corporate Officer/Principal | - |
L. Roy Papp & Associates LLP
![]() L. Roy Papp & Associates LLP Investment ManagersFinance L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions. | Corporate Officer/Principal | - |
Formazione di Bruce Conklin Williams
Vanderbilt University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Ironwood Investment Counsel LLC
![]() Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Finance |
L. Roy Papp & Associates LLP
![]() L. Roy Papp & Associates LLP Investment ManagersFinance L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions. | Finance |
The First National Bank & Trust Co. of Oklahoma City | Finance |
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