Trevor Mitchell Williams
Portfolio Manager-Fixed Income at Penn Mutual Asset Management LLC
Profile
Mr. Trevor M.
Williams is a Managing Director & Portfolio Manager at Penn Mutual Asset Management LLC.
He is responsible for the management of the alternative assets portfolio.
Prior to joining Penn Mutual, he worked for Janney Montgomery Scott, LLC as a manager of the investment analyst team.
In this capacity, he managed a group of analysts responsible for sourcing, recommending and performing on-going due diligence on open-end mutual funds, separately managed accounts, exchange traded funds, closed end funds and private funds for the firm’s financial advisors.
He also worked at Hamilton Lane as a senior associate where he identified, assessed and issued recommendations on private equity, venture capital and real estate funds for the private equity gatekeeper, screening approximately 150 funds during his tenure.
He earned a Bachelor of Business Administration degree in Accounting from Siena College and a Master of Business Administration degree from Villanova University.
He attained the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations in 2001 and 2010, respectively.
Trevor Mitchell Williams active positions
| Companies | Position | Start |
|---|---|---|
Penn Mutual Asset Management LLC
 Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles. | Portfolio Manager-Fixed Income | 01/09/2014 |
Former positions of Trevor Mitchell Williams
| Companies | Position | End |
|---|---|---|
Parker/Hunter Asset Management LLC
 Parker/Hunter Asset Management LLC Investment ManagersFinance Founded in 1994, Janney Capital Management LLC is a registered investment advisor located in Pittsburgh, Pennsylvania. The firm was formerly known as Parker/Hunter Asset Management LLC. They are a subsidiary of Janney Montgomery Scott LLC. Janney Capital Management provides investment management services for high net-worth individuals and families, non-profits organizations, foundations, pension plans, corporations and municipalities. | Analyst-Equity | 05/12/2013 |
Redstone Investment Management LP
 Redstone Investment Management LP Investment ManagersFinance Founded in 2002, Redstone Investment Management LP is a hedge fund firm located in Berwyn, Pennsylvania. They manage the Redstone Investors LP and the Redstone Fairfield Fund Ltd | Corporate Officer/Principal | 01/11/2008 |
Newmarket Capital Corp.
 Newmarket Capital Corp. Finance/Rental/LeasingFinance Newmarket Capital Corp. used to provide mortgages and real estate loan services. The company was headquartered in Fairfax, VA. | Corporate Officer/Principal | 01/01/2007 |
Ascendant Capital Partners LP
 Ascendant Capital Partners LP Investment ManagersFinance Ascendant Capital Partners LP is a real estate firm founded in 2019 by Gary E. Shugrue, Alexander Halpern and Russell Lewis Gimelstob. The firm is headquartered in Los Angeles, California. | Corporate Officer/Principal | 31/12/2005 |
AndersonBrecon (UK) Ltd.
 AndersonBrecon (UK) Ltd. Containers/PackagingProcess Industries AndersonBrecon (UK) Ltd. specializes in packaging products for pharmaceutical products. The company is headquartered in Cardiff, the United Kingdom. | Director/Board Member | - |
Training of Trevor Mitchell Williams
| Siena College | Undergraduate Degree |
| Villanova University | 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 | 7 |
|---|---|
Parker/Hunter Asset Management LLC
Parker/Hunter Asset Management LLC Investment ManagersFinance Founded in 1994, Janney Capital Management LLC is a registered investment advisor located in Pittsburgh, Pennsylvania. The firm was formerly known as Parker/Hunter Asset Management LLC. They are a subsidiary of Janney Montgomery Scott LLC. Janney Capital Management provides investment management services for high net-worth individuals and families, non-profits organizations, foundations, pension plans, corporations and municipalities. | Finance |
Redstone Investment Management LP
Redstone Investment Management LP Investment ManagersFinance Founded in 2002, Redstone Investment Management LP is a hedge fund firm located in Berwyn, Pennsylvania. They manage the Redstone Investors LP and the Redstone Fairfield Fund Ltd | Finance |
Ascendant Capital Partners LP
Ascendant Capital Partners LP Investment ManagersFinance Ascendant Capital Partners LP is a real estate firm founded in 2019 by Gary E. Shugrue, Alexander Halpern and Russell Lewis Gimelstob. The firm is headquartered in Los Angeles, California. | Finance |
AndersonBrecon (UK) Ltd.
AndersonBrecon (UK) Ltd. Containers/PackagingProcess Industries AndersonBrecon (UK) Ltd. specializes in packaging products for pharmaceutical products. The company is headquartered in Cardiff, the United Kingdom. | Process Industries |
Newmarket Capital Corp.
Newmarket Capital Corp. Finance/Rental/LeasingFinance Newmarket Capital Corp. used to provide mortgages and real estate loan services. The company was headquartered in Fairfax, VA. | Finance |
Penn Mutual Asset Management LLC
Penn Mutual Asset Management LLC Investment ManagersFinance Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles. | Finance |
Janney Capital Management LLC
 Janney Capital Management LLC Investment ManagersFinance Janney Capital Management LLC (Janney Capital) is a SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1994 as Parker/Hunter Asset Management LLC and changed its name to Janney Capital Management LLC in 2013. They are a wholly owned subsidiary of Janney Montgomery Scott LLC (Janney), ultimately owned by The Penn Mutual Life Insurance Co. Janney Capital provides discretionary investment management services primarily as a sub-advisor in certain fee-based managed account “wrap” programs offered by Janney. | Finance |
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