Heather Stewart Williams

Ms. Heather S.
Williams, CFA, is a Senior Investment Analyst at Pointe Capital Management LLC.
She is responsible for investment research, security selection, portfolio analytics & management, and performance evaluation.
She brings over 30 years of investment experience from research and portfolio management to client services and philanthropy.
Prior to joining Pointe Capital, she spent over nine years with TMW Enterprises, Inc. providing portfolio management, investment research, estate planning and wealth transfer strategies to an entrepreneurial, multi-generational family.
Prior to TMW, she spent four years with Munder Capital Management and two years with Loomis Sayles providing quantitative equity analysis and research to identify potential investment opportunities for their respective large cap value and small cap value teams.
She received her B.S.
in Mathematics from the University of Michigan and is a CFA charter holder.