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Steven Williams

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Steven Williams

Partner And Chief Client Officer At Cerity Partners | Cerity Partners

California, United States

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Steven Williams

Summary

Steven Williams is a seasoned financial executive with extensive experience in alternative investments and asset management. As the Partner and Chief Client Officer at Cerity Partners, he leads efforts to enhance client relationships and expand partnerships within the firm. His career spans over two decades in various leadership roles across prestigious firms such as Cantor Fitzgerald and Deutsche Bank. Steven's expertise encompasses a wide range of financial services, including investment advisory and portfolio management. He is known for his strategic guidance and ability to navigate complex financial landscapes. Steven holds an MBA in Finance from the University of Connecticut, underscoring his solid educational foundation. His commitment to client success and innovative investment strategies has earned him a prominent reputation in the industry. Outside of work, Steven is passionate about mentoring emerging leaders in finance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Steven Williams

Work Experience

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Partner And Chief Client Officer At Cerity Partners at

Cerity Partners

November 2020 - Present

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President Of Cantor Fitzgerald Capital, A Division Of Cantor Fitzgerald & Co. at

Cantor Fitzgerald

December 2015 - November 2020

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Executive Vice President, Director Of National Sales at

Realty Capital Securities LLC

September 2015 - December 2015

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Vice President Private Banking at

Deutsche Bank

November 2000 - August 2005

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Steven Williams

Education

University of Connecticut School of Business, Master Of Business Administration (M.B.A.)

Frequently Asked Questions about Steven Williams

What is Steven Williams email address?

Steven Williams's primary email address is ***************@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steven Williams work for?

Steven Williams is a Partner And Chief Client Officer At Cerity Partners at Cerity Partners, a company specializing in Functions related to depository banking.

Where Steven Williams graduated from?

Steven Williams holds a degree in Finance from University of Connecticut School of Business.

How can I directly contact Steven Williams?

To contact Steven Williams directly, you can use the email address ***************@jpmorgan.com. Complete contact information is available upon registration with Muraena.

Who is Steven Williams?

Steven Williams is a seasoned financial executive with extensive experience in alternative investments and asset management. As the Partner and Chief Client Officer at Cerity Partners, he leads efforts to enhance client relationships and expand partnerships within the firm. His career spans over two decades in various leadership roles across prestigious firms such as Cantor Fitzgerald and Deutsche Bank. Steven's expertise encompasses a wide range of financial services, including investment advisory and portfolio management. He is known for his strategic guidance and ability to navigate complex financial landscapes. Steven holds an MBA in Finance from the University of Connecticut, underscoring his solid educational foundation. His commitment to client success and innovative investment strategies has earned him a prominent reputation in the industry. Outside of work, Steven is passionate about mentoring emerging leaders in finance.

Steven`s contact details

mail

***************@jpmorgan.com

*********@ceritypartners.com

*********@rcsecurities.com

Colleagues

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Nicole Scaffidi

Deputy Chief Compliance Officer

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Shelby Babcock

Chief of Staff

Paul Mcgloin

Partner & Chief Planning Officer

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Andrew Wolfgang

Chief Training And Quality Officer

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Andrew Wolfgang

Chief Training and Quality Officer

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Brittany Peyser

Partner, Head of Change Management and Integration

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Tara Ryan

Partner and Chief Marketing Officer

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Ron Butt Cfp

Board Member and Senior Financial Advisor

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Stefan Ludlow

Chief Technology Officer

Ed Osborn

Chief Investment Officer

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