Artwork for podcast Guardians of Finance with Matt McLaughlin
Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management
Episode 712th July 2023 • Guardians of Finance with Matt McLaughlin • CFA Society Cleveland
00:00:00 00:31:14

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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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