About Martin C. McWilliams III, CFA®

An Associate Portfolio Manager, Martin focuses on supporting the investment process of the Portfolio Management team by helping to inform and guide their outlook, strategy and recommendations. He also facilitates client communication by co-authoring commentary.

Martin has worked in investment management since 2008, when he graduated from the University of Virginia with a degree in Economics, and gained the bulk of his experience performing investment analysis for a hedge fund in New York City.

Martin is a Chartered Financial Analyst (CFA®) charterholder, a member of the CFA Society of South Carolina and a past member of the New York Society of Security Analysts.

A native of Columbia, Martin enjoys a variety of athletic and outdoor activities.