Martin C. McWilliams III, CFA®
Associate Portfolio Manager
Assistant Vice President
Columbia, SC
About Martin C. McWilliams III, CFA®
As 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.
Certifications
- Chartered Financial Analyst
Education
- BA In Economics - University Of Virginia
Important Legal Disclosures and Information
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
