Jason M. Williams, Cima®
About Jason M. Williams, Cima®
Jason M. Williams, Cima®, serves as the Regional Director at FS Investments in Los Angeles, California, a position he has held since 2021. He has over two decades of experience in the financial services industry, having previously worked in various senior roles at Putnam Investments, Cohen & Steers, and WisdomTree Asset Management.
Work at FS Investments
Jason M. Williams has served as Regional Director at FS Investments since 2021. In this role, he is responsible for overseeing regional operations and driving business development efforts in Los Angeles, California. His tenure at FS Investments has lasted for three years, during which he has contributed to the firm's growth and client engagement strategies.
Previous Experience at Putnam Investments
Before joining FS Investments, Jason M. Williams worked at Putnam Investments as Vice President and Regional Marketing Director from 1995 to 2007. His 12-year career at Putnam in Los Angeles involved managing marketing strategies and regional initiatives to enhance client relationships and expand market presence.
Career at Cohen & Steers
Jason M. Williams held the position of Senior Vice President and Senior Wealth Management Consultant at Cohen & Steers from 2010 to 2021. Over the course of 11 years, he focused on wealth management solutions and client advisory services, contributing to the firm's reputation in the financial services industry.
Experience at WisdomTree Asset Management
From 2007 to 2010, Jason M. Williams worked as Regional Director at WisdomTree Asset Management, Inc. During this three-year period, he was involved in regional business development and client relationship management, helping to establish the firm's presence in the Los Angeles market.
Education Background
Jason M. Williams earned a Bachelor of Arts (BA) degree from the University of Massachusetts, Amherst, where he studied from 1991 to 1995. His educational background laid the foundation for his career in finance and investment management. He also attended Melrose High School from 1988 to 1991.