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WJ

William Little Jr.

Co-Chief Investment Officer at Tandem Investment Advisors, Inc.

Charleston, SC , United States

About

William "Billy" Little Jr., CFA, is the Co-Chief Investment Officer and Chief Financial Officer at Tandem Investment Advisors, Inc., based in Charleston, SC. In this dual leadership role, he oversees both the firm's quantitative and fundamental research, as well as portfolio management, playing a critical part in investment strategy and long-term financial planning. He has been instrumental in the development and systematization of Tandem’s quantitative investment processes, focusing on strategies that emphasize low-volatility capital appreciation in U.S. equity markets.

Little specializes in managing equity portfolios across various large cap and mid cap U.S. equity strategies, with a disciplined approach seeking consistent growth in earnings, revenues, and dividends while limiting volatility for clients. His investment focus lies primarily in long-only U.S. equities, including the Large Cap Core, Equity, and Mid Cap Core strategies, targeting companies with robust, resilient financial profiles.

With over two decades of experience in the investment industry, Little began his career at Ameriprise Financial before joining Tandem in 2006. He holds a Bachelor of Arts in Business Administration with a concentration in Finance from the College of Charleston and is a CFA charterholder. He is a regular member of the CFA Institute, past President of CFA Society South Carolina, and owns a significant equity stake in the firm, reflecting his leadership and enduring commitment to Tandem’s clients and the industry.

Career History

OrganizationRoleDate RangeDetails
Tandem Investment Advisors, Inc.Co-Chief Investment OfficerMar 2024 to Present
Tandem Investment Advisors, Inc.Senior Vice President and Portfolio ManagerJan 2011 to Present
Tandem Investment Advisors, Inc.Portfolio ManagerJun 2007 to Dec 2010
Tandem Investment Advisors, Inc.Research AssociateJul 2006 to May 2007
Ameriprise Financial Services, Inc.Financial AdvisorJun 2004 to Jun 2006
Analyzed and wrote comprehensive financial plans for clients in regards to their net worth, cash flow, income taxes, protection, retirement planning, education planning, and asset allocation

Others at Tandem Investment Advisors, Inc. (3)

NameRoleLocation
William Little
William Little
Senior Vice President and Portfolio ManagerCharleston, SC , United States
Ben Carew
Ben Carew
Co-Chief Investment OfficerCharleston, SC , United States
Nicholas Facka
Nicholas Facka
Equity Research AnalystCharleston, SC , United States

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