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Janice Williams, CFA

Chief Compliance Officer and Director of Research

Series: 6, 7, 24, 53, 63, 65

New York State Insurance License: Life, Accident & Health

As CCO, Janice oversees the daily operations of the firm for adherence to federal securities procedures. In her role as Director of Research, she chairs the firm’s investment committee. She has over 28 years of experience in the financial services field.


Janice holds the Chartered Financial Analyst (CFA) designation. To attain the CFA designation, candidates must pass three levels of six-hour exams. The program curriculum progresses in complexity as one moves through the three levels, focusing on investment analysis, asset valuation, portfolio management, and wealth planning. She is a member of the CFA Society of Rochester, New York, as well as a volunteer with the CFA Institute.


Janice attended the United States Naval Academy at Annapolis, Maryland, and received her Bachelor of Science degree from Utica College of Syracuse University.


Janice is an avid runner and cyclist. As a member of the Utica Roadrunners, Roman Runners, and the Mohawk Valley Bicycling Club, she volunteers her time to various running and cycling events. She and her husband Mark reside in Clinton.


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