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About
Bruce Williams, CFA, is a Partner at Ironwood Investment Counsel in Scottsdale, AZ, bringing over 40 years of experience in banking and investment counseling. In his current role, he advises high-net-worth individuals and institutional clients, with a particular focus on wealth management, portfolio construction, and comprehensive investment strategy.
Williams’s expertise spans multiple asset classes, including domestic and international equities, fixed income, and alternative investments. His tenure in the industry is marked by a commitment to fundamental analysis and a tailored approach to managing portfolios for private clients, endowments, foundations, and charitable organizations.
Prior to joining Ironwood in 2003, Williams served as a Partner at L. Roy Papp & Associates, further strengthening his background in wealth management and advisory services. He holds a Bachelor of Arts in Business Administration and Management from Vanderbilt University and was awarded the Chartered Financial Analyst (CFA) designation in 1991. He is also known for his contributions to non-profit boards and advocacy for environmental conservation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ironwood Investment Counsel | Partner | Feb 2003 to Present | — |
| L. Roy Papp & Associates | Partner | May 1986 to Jan 2003 | — |
Education
Vanderbilt University
Bachelor of Arts (B.A.), Business Administration and Management, General
1971 — 1975
Skills & Expertise
Others at Ironwood Investment Counsel, LLC (8)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Scottsdale, AZ , United States |
 | Senior Associate | Scottsdale, AZ , United States |
 | Managing Partner | Scottsdale, AZ , United States |
 | Portfolio Manager | Scottsdale, AZ , United States |
 | Associate | Phoenix, AZ , United States |
 | Associate | Scottsdale, AZ , United States |
 | Portfolio Manager | Phoenix, AZ , United States |
 | Associate | Scottsdale, AZ , United States |
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|---|---|---|---|
M Michael Cheung | Portfolio Manager and Head of Quantitative Research | Redwood Investment Management, LLC | Los Angeles, CA , United States |
 | Managing Partner, Portfolio Manager | Redwood Investment Management, LLC | Scottsdale, AZ , United States |
 | Portfolio Manager | Trajan Wealth LLC | Phoenix, AZ , United States |
D David Busch | Co-Chief Investment Officer | Trajan Wealth LLC | Scottsdale, AZ , United States |
