Trace Williams, CFA®
Trace joined Merrill Lynch and The Dunn-Dunne Group in 2013 and has six years of investment experience. His primary duties include manager research, portfolio construction and performance attribution. Previously, he worked on the trading desk at ProShare Advisors managing over $1billion in leveraged, inverse, volatility and hedged strategy exchange traded funds. Prior to ProShares, Trace served as an Investment Performance Associate at Cambridge Associates. He holds the FINRA Series 7 and 66 securities licenses.
Trace holds the Chartered Financial Analyst® (CFA®) designation and is member of the CFA Society of Washington, DC. He earned a bachelor's degree in business administration from the University of North Carolina at Chapel Hill where he graduated with distinction in 2009. At UNC, Trace served as the CIO of the Undergraduate Investors Club and an equity analyst for the Reynolds Endowment.
Trace is a blues and jazz music enthusiast and a voracious reader. He is also a passionate Tarheel basketball fan and bats leadoff for the UNC alumni softball team.