Roy Willis, Jr, Cfa
About Roy Willis, Jr, Cfa
Roy Willis, Jr., CFA, is a Senior Portfolio Implementation Specialist at Victory Capital, where he has worked since 2018. He has a strong background in finance, having previously held positions at Arrow Investment Advisors and PFM, and holds multiple degrees in Computer Science, Statistics, and Health Information Systems.
Work at Victory Capital
Roy Willis, Jr. serves as a Senior Portfolio Implementation Specialist at Victory Capital, a role he has held since 2018. In this position, he manages a portfolio of domestic and international exchange-traded funds (ETFs) with assets under management totaling approximately $20 billion. His responsibilities include overseeing the implementation of portfolio strategies and ensuring compliance with investment guidelines.
Previous Experience in Finance
Prior to his current role, Roy Willis worked at Arrow Investment Advisors as an ETF Portfolio Manager from 2014 to 2018 in the Washington D.C. Metro Area. He also served as an Associate Portfolio Manager at PFM from 2012 to 2014 in the Harrisburg, Pennsylvania Area. Earlier in his career, he was a Futures Execution Trader at FORT L.P. for one year in the Washington D.C. Metro Area.
Education and Expertise
Roy Willis holds a Bachelor of Science degree in Computer Science from Oakwood University, which he completed from 2000 to 2004. He furthered his education with a Master of Arts in Statistics from Columbia University, studying from 2010 to 2012. Additionally, he earned a Master's Degree in Health Information Systems from Loma Linda University in 2005. His academic background supports his strong quantitative and analytical skills in finance.
Quantitative and Analytical Skills
Roy Willis possesses a strong quantitative and analytical background in finance. He is currently exploring the application of data science in trading, real estate, and energy markets, focusing on learning Python to enhance his analytical capabilities. This ongoing education reflects his commitment to integrating advanced data analysis techniques into his financial practices.