BS
Brett Slattery
Co-Chief Investment Officer And Equities Portfolio Manager at Willis Investment Counsel
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Work Experience
Jun 2012 - Present · 12 years and 6 months
Co-Chief Investment Officer And Equities Portfolio Manager
May 2023 - Present · 1 years and 7 months
Director Of Research And Equities Portfolio Manager
Jun 2012 - May 2023 · 10 years and 11 months
Senior Portfolio Manager
May 2009 - May 2012 · 3 years
Company Details
Willis Investment Counsel is an investment management firm located in Gainesville, GA. The firm has been providing investment management services for more than 40 years, and has approximately $3 billion under management. The firm has 150+ clients across the country, with a well-established team providing exceptional service to our wide variety of clients.
Year Founded
1979
Social Media
Linkedin
Industry
Investment Management
HQ Location
Gainesville, US
Keywords
Wealth ManagementPrivate WealthInstitutional WealthFoundation and Endowment FundsRetirement PlansRisk ManagementLong-term Road Map Goal SettingNet Worth AssessmentEstate PlanningTax Planning
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