Dodd Williams, CFAPartner and Chief Investment Officer
Dodd spent 21 years working for investment banks, specializing in institutional fixed income portfolio management. Beginning in 1997, Dodd joined Morgan Keegan & Co., Inc. as a portfolio strategist, working with insurance companies and money management firms. Dodd co-managed the fixed income research team for six years, worked on the sales management team for two years, and ran several product trading desks including investment-grade corporate bonds, fixed income derivates, commercial paper, REPO, and government-backed loans for four years. In 2012, Dodd joined SunTrust Robinson Humphrey in Fixed Income where he was a Managing Director and managed the insurance and total return strategy group and served as a sales manager until 2018. Prior to joining Morgan Keegan & Co., Inc. in 1997, Dodd spent three and half years as a buy-side portfolio manager with Delta Life and Annuity Company in Memphis. Additionally, he worked as an analyst in option-related strategies with Loomis, Sayles & Company. The 2008 financial crisis sparked an interest for Dodd in real asset investing. He began personally investing in timberland in 2012 and currently owns property in Mississippi and Tennessee. Dodd is a past president of the CFA Society of Memphis. He holds the Chartered Financial Analyst designation and the Fellow, Life Management Institute designation. He is currently a Level II candidate for the Chartered Alternative Investments Analyst (CAIA) designation. Dodd is a graduate of Millsaps College with a Bachelor of Business Administration in Accounting.
Contact Dodd directly at (901) 270-1021 or firstname.lastname@example.org