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Equity Investing By Joe Williams, CFA

April 29, 2016

Joe Williams, CFA, our Director of Investment Strategy, outlines our philosophy behind equity investing.

Commerce Trust Company







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ABOUT THE AUTHOR

Joe Williams
Joseph C. Williams, III, CFA® Senior Vice President, Director of Investment Strategies Commerce Trust Company
Joe is the director of investment strategies for Commerce Trust Company as well as a senior portfolio manager. Additionally, he serves on the Investment Policy Committee and the Equity Strategy Committee. Joe is the co-manager of the Commerce Growth and Mid-Cap Growth strategy. He has more than 37 years of experience in investment management with Commerce Trust. He received his bachelor of science degree from Drake University and is a member of both the Kansas City Society of Financial Analysts and the CFA Institute. He holds the Chartered Financial Analyst® designation.
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