Partner, Chief Compliance Officer
Ms. McWilliams is a Partner of Garcia Hamilton & Associates L.P. and has more than 30 years of investment industry experience. She started her career in the investment industry in 1981 with Rotan Mosle Inc. From 1986-1994, Ms. McWilliams held several positions at Jenswold, King & Associates that brought her into contact with client service, marketing, operations, personnel, and compliance. In 1994 she joined Garcia Hamilton & Associates L.P. and has held several positions. From 2004 through 2008 Ms. McWilliams worked closely with the Affiliate Legal and Compliance team of Affiliated Managers Group as Compliance Manager to develop GH&A’s current compliance structure. She was promoted to Chief Compliance Officer in 2007. Ms. McWilliams attends conferences, seminars and webinars hosted by organizations such as Investment Advisor Association (GH&A is a member firm), IA Watch (a publication for compliance professionals), and The National Society for Compliance Professionals. Locally, Ms. McWilliams participates in quarterly compliance roundtables hosted by a compliance consultant to discuss new regulatory initiatives and other issues affecting investment firms.
GH&A has received numerous industry recognitions including 2018 Fixed Income Manager of the Year and 2010 Core Fixed Income Manager of the Year by Emerging Manager Monthly. Other awards include 2014 Fixed Income Investment Grade Manager of the Year, 2015 Intermediate-Term Fixed Income Manager of the Year, and 2016 Intermediate-Term Fixed Income Manager of the Year by Institutional Investor. Additionally, GH&A is proud to announce that it is a multi-year winner by Pensions & Investments for Best Places to Work in Money Management.