Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management

from Guardians of Finance with Matt McLaughlin

In this episode, we talk with Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management.  Danielle grew up in Cleveland before college and her career took her to the east coast where she now lives.  In this conversation, Danielle talks about how her work in credit underwriting and passion for deep research prepared her well for a career in buy-side investing as well as her passion for travel and how her kids became interested financial markets.  Connect with Danielle here: https://www.linkedin.com/in/danielle-williams-cfa-0a9835/ Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here: https://www.linkedin.com/in/matthewmclaughlincfa/ 

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This episode is 31 minutes long.

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This episode was published on July 12, 2023.

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