William Willerson

Directeur en chef des Investissements chez

TRB WEALTH MANAGEMENT, LLC

Finance

Consumer Services

Profil

William Darrell Willerson was the founder of Lookout Capital Management LP, founded in 2011, where the title held was President.
The current job is Chief Investment Officer at TRB Wealth Management LLC, starting in 2024.
Former jobs include Portfolio Manager at Garcia Hamilton & Associates LP, Principal at JPMorgan Chase Bank, NA (Investment Management) from 1997 to 1998, and Analyst at Principal Financial Securities, Inc. from 1995 to 1996.
Education includes an undergraduate degree from Southern Methodist University in 1994 and an MBA from The University of Texas at Austin in 1998.

Postes actifs de William Willerson

Sociétés	Poste	Début
TRB WEALTH MANAGEMENT, LLC TRB WEALTH MANAGEMENT, LLC Investment ManagersFinance Provides investment advice	Directeur en chef des Investissements	01/04/2024

Tous les postes actifs de William Willerson

Anciens postes connus de William Willerson

Sociétés	Poste	Fin
JPMorgan Chase Bank, NA (Investment Management) JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management.	Corporate Officer/Principal	01/01/1998
Principal Financial Securities, Inc. Principal Financial Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/01/1996
Lookout Capital Management LP Lookout Capital Management LP Investment ManagersFinance Lookout Capital Management's employs a highly opportunistic equity investment style. They are attracted to opportunities that offer superior risk-adjusted returns (i.e. high upside potential with low downside potential). These opportunities change constantly and, because of that, the firm doesn't confine their portfolios to any one specific investment style. Lookout's Equity Opportunity Portfolios are invested in publicly traded equity securities for companies of all capitalization sizes, as well as ETFs and closed-end funds, with the goal of long term capital appreciation. Portfolios are diversified with the intent of holding, at full investment, from 50 to 60 individual investment positions, with each security, or fund, representing one such position. Lookout Equity Opportunity portfolios are focused on securities trading below their determination of their intrinsic value, as derived through the firm's research process, and investment decisions are tailored with the goal of long term gains and tax efficiency. The firm's income approach seeks to find appropriate securities that offer yields 4% to 6% above the then prevailing 10 Year US Treasury bond. Potential income investment ideas can be individual corporate bonds (typically non-investment grade), closed-end bond funds (CEFs), ETFs, REITs, MLPs, preferred stocks, Business Development Companies (BDCs) and even high-yielding stocks. Income securities utilized in Lookout 's portfolios are freely traded on market exchanges and thus very liquid with transparent pricing. For individual bonds, the preference is to find short maturities, generally less than three years to maturity date at purchase. Any bond holding will generally be limited to 1.0% to 2.0% of the portfolio upon purchase. Lookout prefers to hold bonds until maturity. Lookout's Income Opportunity Portfolios are invested in publicly traded securities for companies of all capitalization sizes, including preferred equity securities, convertible debt securities, traditional debt securities, ETFs, closed-end funds and high-yielding equity securities. Portfolios are diversified with the intent of holding, at full investment, from 30 to 50 individual investment positions, with each security, or fund, representing one such position. This type of account is designed to generate yields of 4 to 6 percentage points above the available yield on ten-year US Treasury securities, with the potential for modest incremental long-term capital appreciation. Lookout's Balanced Portfolios are invested in a balanced manner between the Lookout Equity Opportunity Strategy and the Lookout Income Opportunity Strategy, with the appropriate mix adjusted between 40% and 70% equity exposure, as conditions warrant. Portfolios are diversified with the intent of holding, at full investment, from 50 to 70 individual investment positions, with each security, or fund, representing one such position.	Fondateur	-
Garcia Hamilton & Associates LP Garcia Hamilton & Associates LP Investment ManagersFinance GH&A aims to outperform the benchmark, net of fees, over a full market cycle using a high-quality strategy with less risk and an ESG focus. The firm’s investment strategies incorporate domestic, high-quality fixed income securities in single asset class portfolios and generally include securities either traded on an exchange or in the over-the-counter market. They attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).	Gestionnaire de Portefeuille-Actions	-

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Entreprise privées	7
Garcia Hamilton & Associates LP Garcia Hamilton & Associates LP Investment ManagersFinance GH&A aims to outperform the benchmark, net of fees, over a full market cycle using a high-quality strategy with less risk and an ESG focus. The firm’s investment strategies incorporate domestic, high-quality fixed income securities in single asset class portfolios and generally include securities either traded on an exchange or in the over-the-counter market. They attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).	Finance
Southern Methodist University Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
JPMorgan Chase Bank, NA (Investment Management) JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management.	Finance
Principal Financial Securities, Inc. Principal Financial Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lookout Capital Management LP Lookout Capital Management LP Investment ManagersFinance Lookout Capital Management's employs a highly opportunistic equity investment style. They are attracted to opportunities that offer superior risk-adjusted returns (i.e. high upside potential with low downside potential). These opportunities change constantly and, because of that, the firm doesn't confine their portfolios to any one specific investment style. Lookout's Equity Opportunity Portfolios are invested in publicly traded equity securities for companies of all capitalization sizes, as well as ETFs and closed-end funds, with the goal of long term capital appreciation. Portfolios are diversified with the intent of holding, at full investment, from 50 to 60 individual investment positions, with each security, or fund, representing one such position. Lookout Equity Opportunity portfolios are focused on securities trading below their determination of their intrinsic value, as derived through the firm's research process, and investment decisions are tailored with the goal of long term gains and tax efficiency. The firm's income approach seeks to find appropriate securities that offer yields 4% to 6% above the then prevailing 10 Year US Treasury bond. Potential income investment ideas can be individual corporate bonds (typically non-investment grade), closed-end bond funds (CEFs), ETFs, REITs, MLPs, preferred stocks, Business Development Companies (BDCs) and even high-yielding stocks. Income securities utilized in Lookout 's portfolios are freely traded on market exchanges and thus very liquid with transparent pricing. For individual bonds, the preference is to find short maturities, generally less than three years to maturity date at purchase. Any bond holding will generally be limited to 1.0% to 2.0% of the portfolio upon purchase. Lookout prefers to hold bonds until maturity. Lookout's Income Opportunity Portfolios are invested in publicly traded securities for companies of all capitalization sizes, including preferred equity securities, convertible debt securities, traditional debt securities, ETFs, closed-end funds and high-yielding equity securities. Portfolios are diversified with the intent of holding, at full investment, from 30 to 50 individual investment positions, with each security, or fund, representing one such position. This type of account is designed to generate yields of 4 to 6 percentage points above the available yield on ten-year US Treasury securities, with the potential for modest incremental long-term capital appreciation. Lookout's Balanced Portfolios are invested in a balanced manner between the Lookout Equity Opportunity Strategy and the Lookout Income Opportunity Strategy, with the appropriate mix adjusted between 40% and 70% equity exposure, as conditions warrant. Portfolios are diversified with the intent of holding, at full investment, from 50 to 70 individual investment positions, with each security, or fund, representing one such position.	Finance
TRB WEALTH MANAGEMENT, LLC TRB WEALTH MANAGEMENT, LLC Investment ManagersFinance Provides investment advice	Finance