Our Team

Jacqueline A. Williams, CFA

Senior Consulting Principal
312.948.9178 extension 275jwilliams@nextiercompanies.comvcard

Selected Employers: Cambridge Associates, LLC, Equinox Capital Management, LLC and Strategic Investment Group, LLC

Education: AB, Duke University and Phd, Yale University

Certifications: Held Series 3 license

Area of Focus
Business Development and Marketing Strategy and Communications

Experience
Ms. Williams has more than 25 years of investment experience ranging from buy side analysis to investment manager research.  Most recently, Ms. Williams served as a Managing Director at Cambridge Associates, LLC (Cambridge), a global institutional consulting firm.  As a consultant at Cambridge for more than 11 years, Ms. Williams was responsible for due diligence of US Growth Equity managers, US Small Cap managers, Global Natural Resources managers and Global Private Agriculture managers.  She has spoken at conferences in the United States and the United Kingdom on limited partner interests and private real agriculture fund structures.

In the past, Ms. Williams has worked at Equinox Capital Management, LLC and Strategic Investment Group, LLC (SIG).  During her buy side career, Ms. Williams initially followed basic materials and energy equities and spent the majority of her time following financial services equities.  She was chair of her firm’s stock selection committee.

Ms. Williams has a particular interest in emerging managers because of her work at Cambridge and SIG.  She was co-author of “In Defense of All-Active Manager Structures,” in the Winter 2016 issue of The Journal of Investing.

Education
Ms. Williams received an AB degree from Duke University and a PhD from Yale University.

Certifications
Ms. Williams is a Chartered Financial Analyst charterholder and a member of the CFA Institute and the CFA Society of Washington, DC.

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