William Montgomery
About William Montgomery
William Montgomery is the Managing Director at Jefferies, with extensive experience in the Japanese property market and a background in both buy-side and sell-side roles.
Company
William Montgomery currently works at Jefferies as Managing Director. He has been with the company since 2019 and operates out of Tokyo, Japan.
Title
William Montgomery holds the title of Managing Director at Jefferies. His extensive experience in the financial sector is reflected in this senior management position.
Education and Expertise
William Montgomery has an MBA in Finance from Georgia Institute of Technology's College of Management, earned between 1997 and 1999. He also holds an MA in English from Davidson College, completed between 1988 and 1992. He is fluent in Japanese and has advanced Spanish language skills. His expertise includes analyzing Japanese property companies and JREITs, leveraging his bilingual language abilities to enhance his market insights and communications.
Background
William Montgomery has a diverse career background, with roles ranging from sales representative at Iwata Bolt in Atlanta, Georgia, to senior analyst and managing director positions in major financial firms in Tokyo and Hong Kong. He has lived in Tokyo since 2001, which has provided him with deep local market insights and a strong cultural understanding. His career spans both buy-side and sell-side roles, offering a comprehensive market analysis perspective.
Career Journey and Experience
William Montgomery's career includes significant positions such as Managing Director at CLSA and Senior Analyst roles at Macquarie Group and MF Global, all based in Tokyo. He also served as Portfolio Manager at Horizon Asset Limited and Analyst at SAC Capital in Hong Kong. His tenure at WardFerry and Japaninvest saw him heading research departments. This extensive career has allowed him to build a robust expertise in market analysis, particularly within the Japanese property sector.