Ernest Williams

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Consumer Services

Profile

Mr. Ernest Williams, III CFA, is a Principal, Vice President & Director at Lee, Danner & Bass, Inc. Mr. Williams began his investment career with Chemical Bank in New York as a securities analyst and portfolio manager.
In 1975 he earned the Chartered Financial Analyst designation as an officer of C&S Invesco.
He was the Assistant Treasurer & Acting Treasurer of Vanderbilt University from 1976 to 1981.
In 1981 he founded The Southern Fiduciary Group, Inc., an S.E.C.
registered investment counseling firm, serving as president until 2007 when he joined Lee, Danner & Bass, Inc. He is a 1967 graduate of Washington & Lee University and received an MBA from Cornell University in 1969.
He is a member of the CFA Institute.

Former positions of Ernest Williams

Companies	Position	End
Lee, Danner & Bass, Inc. Lee, Danner & Bass, Inc. Investment ManagersFinance LDB aims to preserve and enhance their clients’ capital. They seek to achieve the highest possible investment return for clients, consistent with their individual objectives and constraints. The firm provides investment management services of financial assets, to include stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. LDB utilizes both the top-down and bottom-up approaches to conduct a comprehensive stock selection process.	Portfolio Manager-Equities	06/11/2025
The Southern Fiduciary Group, Inc. The Southern Fiduciary Group, Inc. Investment ManagersFinance SFG is a small/mid-cap GARP manager.	President	30/12/2006

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Linked companies

Private companies	4
The Southern Fiduciary Group, Inc. The Southern Fiduciary Group, Inc. Investment ManagersFinance SFG is a small/mid-cap GARP manager.	Finance
Lee, Danner & Bass, Inc. Lee, Danner & Bass, Inc. Investment ManagersFinance LDB aims to preserve and enhance their clients’ capital. They seek to achieve the highest possible investment return for clients, consistent with their individual objectives and constraints. The firm provides investment management services of financial assets, to include stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. LDB utilizes both the top-down and bottom-up approaches to conduct a comprehensive stock selection process.	Finance
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Washington & Lee University Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services