Trevor Williams, CFA, CAIA

Mr. Williams serves as managing director & portfolio manager of Penn Mutual Asset Management. Trevor is responsible for the management of the alternative assets portfolio.

Prior to joining Penn Mutual, Trevor worked for Janney Montgomery Scott, LLC as a manager of the investment analyst team. In this capacity, Trevor 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. 

Trevor 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.

Trevor 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 (CFA) and Chartered Alternative Investment Analyst (CAIA) designations in 2001 and 2010, respectively.