Charlotte A. Williams
Executive Vice President
Ms. Williams has over 30 years of experience in the investment and financial services industry. She began her investment career at Colonial Consulting Corporation, an investment consulting firm in New York with a concentration on not-for-profit organizations. She advanced in her position to become an Executive Vice President/Director of the Performance Reporting Group. In this capacity she was also a primary Relationship Manager overseeing over $5 billion. During her 20 year tenure at Colonial, she contributed to the development and growth of the firm’s client base from 10 to 68 clients with assets under management increasing from $300 million to over $11 billion. In 2006 Charlotte joined Rockefeller & Co., Inc. as a member of the Institutional Client Services group working with both institutional and high net worth clients. She moved in the second half of 2011 from New York to Naples to join Strategic Gold Corporation. Ms. Williams is the Client Services Relationship Manager at Strategic Gold. Charlotte holds a BA in Biology from Rosary College and a Certificate in Physical Therapy from Northwestern University.
Phone: 239 842-8068
David Y. Williams Jr.
Executive Vice President
David Y. Williams, Jr. has over 30 years of experience in the securities industry. Beginning as a floor broker on the Midwest Stock Exchange in 1983 and moving to the New York Stock Exchange in 1987, Mr. Williams built and managed equity trading operations for several NYSE firms. These include: Richardson Greenshields (5 years), Glenwood Securities (13 years) and Wellington Shields (6 years). Mr. Williams’s responsibilities at these various firms included marketing, compliance and personnel operations. Mr. Williams is a Principal of Universal Services and a Director of Strategic Gold Corporation. Mr. Williams holds Series 7 and Series 63 registrations. Mr. Williams holds a Bachelor of Science degree from the United States Military Academy at West Point. Mr. Williams retired from the Army as a Captain after serving for five years as an infantry officer.
Phone: 239 842-8069
Christopher Y. Williams
Co-Founder/Chief Executive Officer
Mr. Williams has over 20 years of experience in the investment and financial services industry. He began his career on the floor of the NYSE. He then served as the Chief Operations Officer with Anchor Investment Management, a registered investment advisory firm to the Anchor family of mutual funds. In addition Mr. Williams served as the financial principal for Wincanton Partners (formerly Meeschaert & Co.), a registered broker dealer. Mr. Williams founded and serves as President of Cardinal Investment Services an administrative services company to mutual funds, pooled investment funds and private trusts. He is a director of an administrative services firm in the British Virgin Islands. Mr. Williams holds a Bachelor of Science degree from the United States Military Academy at West Point and a Masters of Business Administration from the Katz Graduate School of Business.
Phone: 239 842-8066
Michael C. Williams
Mr. Williams has over 18 years of experience in the investment and financial services industry with direct responsibility and management of institutional and retail clients. He began his career on the Floor of the Midwest Stock Exchange and then became a Series-7 Registered Representative with Glenwood Securities where, for nine years he managed the execution of client equity orders on the Floor of the New York Stock Exchange. With a keen interest in historical trend analysis, Mr. Williams has devoted much of his career to the study of the financial markets. As a proponent of effective risk management by means of the direct ownership of precious metals, Mr. Williams has delivered numerous presentations on these subjects in both national and international settings. He holds a Bachelor degree from Christendom College and concentrated graduate studies at Mt. St. Mary’s University, Pontifica Universita della Sante Croce and Pontifica Universita San Tommaso d’Aquino.
Phone: 239 842-8067
David Y. Williams Sr.
Mr. Williams had nearly 70 years of experience in the investment and financial services industry. He began his career in the 1950’s as a security analyst at the Continental Illinois Bank. In the 1960’s, he was a partner of Ralph W. Davis & Co and J.R. Timmins & Company. In the 1970’s, he was a Vice President of E.F. Hutton & Co, responsible for international operations. He was a Vice President of James Capel, U.S. and a Senior Vice President and Director of Securities Settlement Corp. and President of Rice Securities Inc. In 1981, he became president of Meeschaert & Co. Inc. and President of Anchor Investment Management Corp. Mr. Williams has been a member of the New York Stock Exchange, the Chicago Stock Exchange, the Toronto Stock Exchange, the Luxembourg Stock Exchange and all US regional exchanges. He has been a governor of the Chicago Stock Exchange.In 1990, Mr. Williams and a partner founded Universal Gold Ltd, an International Business Company registered in the territory of the British Virgin Islands. Presently Mr. Williams served as the President and a Director of Wincanton Partners (formerly Meeschaert & Co.), a Director of Universal Gold Ltd, a Director and Vice President of Progressive Investment Management, Inc. and a Director of F.L. Putnam Securities Co. He was the Chairman and a Director of Strategic Gold Corporation. Mr. Williams was a graduate of Georgetown University and served as an officer in the United States Navy.