Jackie E. Williams
Profile
Ms. Jackie E.
Williams is Portfolio Accountant at WMS Partners LLC since 2010.
Prior to Jackie joining WMS, Ms. Williams was an independent financial consultant for small businesses since 2007.
Previously, she was employed as a Senior Porfolio Administrator at LaSalle Investment Management, a Mutual Fund Administration Manager at Chapman Capital Management, a Mutual Fund Administration Supervisor at Alex Brown & Sons and a Mutual Fund Accountant at T.Rowe Price.
Ms. Williams earned a Bachelor of Arts degree in Economics with a certificate in Accounting from the University of Maryland, Baltimore
Former positions of Jackie E. Williams
| Companies | Position | End |
|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Corporate Officer/Principal | - |
| Alex. Brown & Sons, Inc. | Corporate Officer/Principal | - |
Chapman Capital Management, Inc.
 Chapman Capital Management, Inc. Investment ManagersFinance Chapman Capital Management, Inc., located in Baltimore, provides a range of investment options and specializes in the Domestic Emerging Markets investment strategy (DEM), which is based on a universe of companies that are controlled and managed by African-Americans, Asian-Americans, Hispanic-Americans and women. | Corporate Officer/Principal | - |
LaSalle Investment Management, Inc.
 LaSalle Investment Management, Inc. Investment ManagersFinance LaSalle Investment Management, Inc. is a Private Equity firm, a subsidiary of Jones Lang LaSalle, Inc. founded in 1999. LaSalle Investment Management, Inc. is headquartered in Chicago. | Corporate Officer/Principal | - |
| University of Maryland | Corporate Officer/Principal | 13/05/2011 |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
WMS Partners LLC
 WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
LaSalle Investment Management, Inc.
LaSalle Investment Management, Inc. Investment ManagersFinance LaSalle Investment Management, Inc. is a Private Equity firm, a subsidiary of Jones Lang LaSalle, Inc. founded in 1999. LaSalle Investment Management, Inc. is headquartered in Chicago. | Finance |
Chapman Capital Management, Inc.
Chapman Capital Management, Inc. Investment ManagersFinance Chapman Capital Management, Inc., located in Baltimore, provides a range of investment options and specializes in the Domestic Emerging Markets investment strategy (DEM), which is based on a universe of companies that are controlled and managed by African-Americans, Asian-Americans, Hispanic-Americans and women. | Finance |
| Alex. Brown & Sons, Inc. | Finance |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
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