Profil
Mr. Fredric W.
Williams is a Managing Director at Old Port Advisors, Inc. He is the Founder and Principal shareholder of Old Port Advisors, which he originally established as Investment Management Consulting Group (IMCG) in 1994.
He has actively served in the financial services industry in the northeast for more than 30 years, filling a multitude of roles from management to analytical research and client consulting.
Chairing the Old Port Advisors’s Investment Policy Committee, he oversees portfolio management and economic and equity sector analysis, as well as heads up the firm’s endowment consulting services.
He graduated from Vassar College in 1978.
Within the professional community, he is a member of the Maine CFA Society, Maine Estate Planning Council, Maine Employee Benefit Council, and the Greater Portland Chamber of Commerce.
Postes actifs de Fredric Wallace Williams
| Sociétés | Poste | Début |
|---|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors aims to preserve and grow their clients’ wealth over time. The firm builds investment portfolios that are tailored to meet each client’s goals. They select investments that are value-oriented, globally diversified, and balanced with a steadfast focus on both long-term growth and income generation. Their decisions are based on investment fundamentals and not short-term price considerations. | Directeur Général | 01/01/1994 |
Formation de Fredric Wallace Williams
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
Vassar College
Vassar College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors aims to preserve and grow their clients’ wealth over time. The firm builds investment portfolios that are tailored to meet each client’s goals. They select investments that are value-oriented, globally diversified, and balanced with a steadfast focus on both long-term growth and income generation. Their decisions are based on investment fundamentals and not short-term price considerations. | Finance |
















