Danielle S. Williams
Analyst-Equity at Wellington Management Co. LLP
Profile
Ms. Danielle S.
Williams, CFA, is a Managing Director, Equity Portfolio Manager & Equity Research Analyst at Wellington Management Co. LLP.
Ms. Williams is a member of the small-cap value team at and is focusing on identifying investment opportunities within small-capitalization, value-oriented stocks.
Her research supports investment decision-making for a range of portfolios managed for Wellington’s clients.
Prior to joining the firm in 2014, she worked as a small-/mid-cap analyst covering financials at Eaton Vance.
Before that, she served as a small-cap select assistant portfolio manager at Lee Munder Capital (formerly Independence Investments) and as a credit analyst at 42 North Structured Finance (formerly Key Global Finance).
She earned a B.A.
in International Relations at Johns Hopkins University, holds the Chartered Financial Analyst designation, and is a member of the CFA Institute and the CFA Society Boston.
Danielle S. Williams active positions
Companies | Position | Start |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Analyst-Equity | 2014-09-30 |
Former positions of Danielle S. Williams
Companies | Position | End |
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Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Analyst-Equity | 2014-08-31 |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Portfolio Manager-Equities | 2009-12-30 |
Independence Investments LLC
Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Portfolio Manager-Equities | 2009-07-14 |
42 North Structured Finance, Inc.
42 North Structured Finance, Inc. Investment Banks/BrokersFinance 42 North Structured Finance, Inc. is engaged in both representative advisory services and principal investing for its own account. The company’s structures includes tax-advantaged lease financing, off-balance sheet financing, project finance and multi-tranche secured debt. Its focuses on manufacturing equipment, transportation equipment and renewable energy projects. The company is headquartered in Lincoln, MA. | Corporate Officer/Principal | - |
Training of Danielle S. Williams
The Johns Hopkins University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM provides investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Finance |
Independence Investments LLC
Independence Investments LLC Investment ManagersFinance Founded in 1982, Independence Investment LLC is a wholly owned investment management subsidiary of John Hancock Financial Services, Inc. (NYSE: JHF) The firm is located in Boston. | Finance |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Finance |
42 North Structured Finance, Inc.
42 North Structured Finance, Inc. Investment Banks/BrokersFinance 42 North Structured Finance, Inc. is engaged in both representative advisory services and principal investing for its own account. The company’s structures includes tax-advantaged lease financing, off-balance sheet financing, project finance and multi-tranche secured debt. Its focuses on manufacturing equipment, transportation equipment and renewable energy projects. The company is headquartered in Lincoln, MA. | Finance |
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