| Mike Williams, CFA |
| Chief Investment Officer |
Mike designs the products and manages the portfolios. He
has a BBA from the University of Massachusetts, an MBA from Southern
Illinois University, and has held the Chartered Financial Analyst (CFA)
certification since 1990, Certificate #13376.
He has been a credit analyst, a foreign exchange exposure analyst, an
international pension expert, an international equity portfolio manager, a
Japanese stock analyst, and the founder and chief executive officer of
several companies engaged in a variety of business ranging from
commercial real estate in New England to recycling electronics in China.
He holds a commercial pilots license with multi-engine jet experience
earned when he served in the United States Air Force. He has seven
children ranging in age from 3 to 41.
What makes him tick? His answer is... "I like to make things grow…
children, gardens, companies and capital." He enjoys participating in
the lives of his children. He enjoys gardening and landscaping. And he
is absolutely committed to making capital grow.
When Mike talks about his role in his companies he
described himself as “a CEO in the trenches”. After nearly twenty years
of various positions within Fortune 500 Companies and 16 years serving
these same companies as an international equity investment advisor, and
then managing his own companies for another decade, he knows companies.
He knows their areas of strength and vulnerability. And he knows how to
analyze them and he knows how to grow them.
He brings his varied background and 40 years of investing and management
experience to bear in the portfolios he builds for you.
Where? We live and work in the heart of the Florida Panhandle. This is the
northwest part of Florida that many people may not be familiar with. Its
white sandy beaches, emerald green water, and relaxing environment make it a
popular destination for vacationers. Many visitors, including my family and
me, have settled here permanently.
We have taken our company name from this part of Florida, as in Panhandle
Portfolios. Our physical location is in Niceville on the north side of
Choctawhatchee Bay.
The pace of life is slower here. We believe being away from the centers of
financial markets is a positive for managing financial assets. Modern
communications gives us immediate access to all the financial and economic
information we need.
And the non-hectic and unhurried environment encourages unfettered reflection
on the events and trends that influence Panhandle Portfolios’ research and
stock and bond ideas. We find this the perfect location for research. |
