Richard Quiller Williams
Director/Board Member at Boston Trust Walden, Inc.
Profile
Mr. Richard Q.
Williams, CFA MBA, is a Managing Director & Director of Equity Investing at Boston Trust Walden, Inc. He is on the Board of Directors at Boston Trust Walden, Inc. He is a Portfolio Manager for the Small, SMID, Mid, and Large Cap Value strategies and directs the firm’s equity research efforts.
He is a member of the Boston Trust Walden Board of Directors and serves on the Investment and Audit & Risk Committees.
He provides securities research and analysis in the information technology, industrials, and communication services sectors.
He began his career in 1997 and joined the firm in 2013.
Previously, he worked at BlackRock as an Equity Analyst on the Small/Mid Value Equity team, covering a variety of economic sectors and participating in client service, marketing, and business development efforts.
Before joining BlackRock, he worked at J.L.
Kaplan Associates, Village Ventures, and Wellington Management.
He earned a BA from Williams College, an MSc from the London School of Economics, and an MBA from the Tuck School of Business at Dartmouth.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.
Richard Quiller Williams active positions
| Companies | Position | Start |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Director/Board Member | 2020-02-12 |
Former positions of Richard Quiller Williams
| Companies | Position | End |
|---|---|---|
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Analyst-Equity | 2012-07-31 |
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. | Corporate Officer/Principal | 2000-04-30 |
Village Ventures, Inc.
 Village Ventures, Inc. Investment ManagersFinance Village Ventures, Inc. (Village Ventures) is a venture capital firm founded in 2000 by Matt Haris and Bo Peabody. The firm is headquartered in Williamstown, Massachusetts. | Private Equity Analyst | - |
J. L. Kaplan Associates LLC
 J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Analyst-Equity | - |
Training of Richard Quiller Williams
| London School of Economics & Political Science | Graduate Degree |
| Williams College | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
J. L. Kaplan Associates LLC
J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Village Ventures, Inc.
Village Ventures, Inc. Investment ManagersFinance Village Ventures, Inc. (Village Ventures) is a venture capital firm founded in 2000 by Matt Haris and Bo Peabody. The firm is headquartered in Williamstown, Massachusetts. | Finance |
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 |
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
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