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Joe Williams

Managing Director, Head of National Accounts

Joe Williams, CAIA, has approximately 30 years of finance experience and currently serves as Managing Director, Head of National Accounts at Kennedy Lewis Investment Management LLC. Previously, Joe was Managing Director, Head of Distribution at Cadre LLC and Head of Distribution at Artivest, where they oversaw sales teams for both Intermediary and High Net Worth clients. Joe also held significant roles at Cohen & Steers, starting as regional vice president and advancing to senior vice president, where they led sales teams to exceed targets. Joe began their career as an institutional Government Bond Broker at Cantor Fitzgerald L.L.C. and is a graduate of the College of the Holy Cross with a Bachelor of Arts in Psychology. Joe holds FINRA licenses 7, 24, and 63, along with the CAIA designation.

Location

Mount Pleasant, United States

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