PJ Williams, CFA

Director of Investment Operations, Co-CIO

Overview

PJ is co-CIO (with Glenn Joyce), director of investment operations and our global strategist. He has been with SFG since 2011. He is also a member of SFG’s Investment Committee. Prior to joining Stearns, PJ worked at Bank of America in corporate and investment banking, providing structured product and financial solutions to institutional investors. He also spent time in the bank’s risk management area, where he performed quantitative analysis on the corporate and commercial loan portfolios to identify optimal asset allocation.

Education

BS – Mathematical Economics, Wake Forest University

Credentials & Professional Associations

Chartered Financial Analyst (CFA) charter holder
Member, CFA Institute

About Me

I am a sports enthusiast who enjoys watching and participating in many different sports. I also enjoy traveling, whitewater rafting and skiing. I currently live in Colorado with my wife, Jessica.

Chapel Hill Office

1414 Raleigh Road,
Suite 110
Chapel Hill, NC 27517
(919) 636-3634

Greensboro Office

324 W. Wendover Avenue,
Suite 204
Greensboro, NC 27408
(336) 230-1811

Contact Information

stearnsfinancial@stearnsfinancial.com
toll free: (800) 881-7374

Stearns Financial Group (SFG) is registered with Hightower Advisors, LLC, a registered investment advisor with the SEC. Advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. SFG and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This is for informational purposes only; the opinions expressed are solely those of SFG and do not represent those of Hightower Advisors, LLC, or any of its affiliates.

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