Episode 7

full
Published on:

12th Jul 2023

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

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/ 

Show artwork for Guardians of Finance with Matt McLaughlin

About the Podcast

Guardians of Finance with Matt McLaughlin
Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment community.
Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you.



Welcome to Guardians of Finance.



Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment community.



Subscribe to the podcast on your favorite podcast platform and head to Guardiansoffinance.com where you can connect or reconnect with the CFA Society of Cleveland and attend an educational or social event, and find volunteer opportunities.

About your host

Profile picture for Matthew McLaughlin

Matthew McLaughlin