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Janice P. Williams, CFA, CPFA

Janice P. Williams, CFA, CPFA

Investment Analyst

Janice graduated with a BS, Magna Cum Laude from Utica College of Syracuse University and immediately went to work in the financial services industry. Janice is a Chartered Financial Analyst Charter Holder and Certified Plan Fiduciary Advisor. She holds FINRA Series 6, 7, 24, 53, 63, 65 licenses. 

For most of her career Janice has worked in investment research and portfolio management. She also has a strong background in regulatory compliance and financial office operations. 

Along with her knowledge and experience, Janice also brings a strong commitment to our community and the competitive spirit of a life long athlete. Janice and her husband, Mark, are avid runners and cyclists. in 2018, Janice was the Gold Medalist in the Empire State Senior Games Women 50-54 20k Road Race.