• Partner and General Counsel:

    Jeff Schweon
    Mr. Schweon was a corporate partner in private practice at international law firms based in New York.


  • Account Administration: We have a full staff of experienced administrators who pay close attention to all administrative details in a client relationship.

    Portfolio Administration

    Kenneth A. Paulo
    Partner


    Raphaella L. Eliseo
    Portfolio Administrator


    Jacqueline Eglevsky
    Portfolio Administrator


    Deborah A. Caruso
    Portfolio Administrator


    Sharon J. Rosmond
    Portfolio Administrator


    Gisela Marrero
    Portfolio Administrator


    Emily Fernandez
    Portfolio Administrator


    Chantal Salerno
    Portfolio Administrator


    Karen Ma
    Portfolio Administrator


    Office Administration

    Mary C. Buckley
    Partner, Office Manager


    Lenore Kistler
    Reception


  • Custody: Client assets are held at one of the firm's major custodians.

  • Trading: We are an investment management firm and not a broker/dealer, underwriter or market maker. We act as agent for our clients, which minimizes potential conflicts of interest. We are generally able to reduce transaction costs for clients by executing all trades on their behalf at favorable institutional rates.

  • Reporting: Clients receive a periodic portfolio valuation from both their custodian and Williams Jones. We provide performance data and will generate additional customized reports as requested.