Joseph C. Williams
Joseph C. Williams,
Affiliate Chartered Financial Analyst,
Joe is Tabor’s older brother. A graduate of Yale and Harvard Business School, he managed global portfolios for thirty years at top tier firms like Alliance Capital, Morgan Grenfell and Batterymarch.
In 2003, Joe set up his own company to offer retail clients financial planning, estate planning and a “growth at a reasonable price” style of investing. For discretionary portfolios, he combines quantitative and qualitative approaches he developed earlier in his career.
Joe is a former Frederick Sheldon Fellow at Harvard.
Download PDFs which are excerpts from Joe’s newsletters: Harbor Views: