Levi Williamson joined Optima in 2021 and is responsible for helping build out Optima’s US presence, with particular emphasis on the Intermediary & Institutional channels. Levi was most recently at BMO Global Asset Management, where he was a Director-Intermediary Distribution. Prior to that, Levi worked for JPMorgan Asset Management, Pzena Investment Management, Miller/Howard Investments & Nuveen. Levi began his investment career at Smith Barney as an Investment Analyst and brings nearly 20 years of experience to Optima and he holds the Series 7 and 66 securities licenses. He is currently working on completion of the CIMA designation. Levi has a BA in Economics Management from Ohio Wesleyan University and a Masters in Accounting & Financial Management from Keller Graduate School of Management.
