Mitchell Williams

Mitchell Williams, CFA has a comprehensive work experience in the finance industry. Mitchell currently holds the position of Senior Managing Director and Global Head of Securities at Wafra, where they manage the Global Equities and Fixed Income teams. Their responsibilities include direct portfolio management for various equity strategies and overseeing a team of portfolio managers, research analysts, and traders. Prior to this role, Mitchell served as the Global Head of Equities at Wafra from 2015 to 2017.

Before joining Wafra, Mitchell worked at Real Economy Capital, LLC as a Managing Partner and Portfolio Manager, focusing on long/short global equity investments. At OppenheimerFunds, they served as a Portfolio Manager and Principal, Equity Research, where they managed a significant portfolio of value equity assets and conducted in-depth fundamental research.

Mitchell began their career as an Equity Analyst at Evergreen Funds and later worked as a Senior Research Associate at Credit Suisse First Boston. Mitchell also has experience working at Barnett Banks Trust, Barnett Asset Management, and Barnett Capital Advisors. Further details about their roles during that time period are not provided.

Mitchell Williams, CFA holds an MBA in Finance from NYU Stern School of Business, which they obtained in 2000. Prior to that, they earned a Bachelor's degree in English from the University of Florida in 1994. Additionally, Mitchell is a Chartered Financial Analyst, certified by the CFA Institute. The exact month and year of their certification are not provided.