Lindsey Williams
Corporate Officer/Principal at Vista Capital Partners, Inc.
Profile
Lindsey Woodley Williams is currently the Chief Client Officer & Partner at Vista Capital Partners, Inc. She previously worked as a Principal at Merrill Lynch Investment Managers, Inc. Ms. Williams completed her undergraduate degree at the University of Washington in 1997 and obtained an MBA from The University of North Carolina at Asheville in 2004.
Lindsey Williams active positions
Companies | Position | Start |
---|---|---|
Vista Capital Partners, Inc.
Vista Capital Partners, Inc. Investment ManagersFinance Vista Capital Partners, Inc. (Vista) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2001 by Michael O'Reilly and Douglas Johanson. Vista provides investment and wealth management services to individuals, trusts, estates, corporations and business entities, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Corporate Officer/Principal | 31/12/2021 |
Former positions of Lindsey Williams
Companies | Position | End |
---|---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Corporate Officer/Principal | - |
Training of Lindsey Williams
The University of North Carolina at Asheville | Masters Business Admin |
University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Vista Capital Partners, Inc.
Vista Capital Partners, Inc. Investment ManagersFinance Vista Capital Partners, Inc. (Vista) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2001 by Michael O'Reilly and Douglas Johanson. Vista provides investment and wealth management services to individuals, trusts, estates, corporations and business entities, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
- Stock Market
- Insiders
- Lindsey Williams