Trevor Williams MD

Trevor Williams MD General Information

Biography

Mr. Trevor Williams serves as Managing Director and Portfolio Manager at Penn Mutual Asset Management. Mr. Williams is responsible for the management of the alternative assets portfolio. Prior to joining Penn Mutual, Mr. Williams worked for Janney Montgomery Scott, LLC as a manager of the investment analyst team. In this capacity, Mr. Williams managed a group of analysts responsible for sourcing, recommending and performing ongoing due diligence on open-end mutual funds, separately managed accounts, exchange-traded funds, closed-end funds and private funds for the firm's financial advisors. Mr. Williams also worked at Hamilton Lane as a senior associate where he identified, assessed and issued recommendations on private equity, venture capital and real estate funds for the private equity gatekeeper, screening approximately 150 funds during his tenure. Mr. Williams earned a Bachelor of Business Administration degree in Accounting from Siena College and a Master of Business Administration degree from Villanova University. He attained the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations in 2001 and 2010, respectively.