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- 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.
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