William Longstreet Jr. is a financial advisor at Caterer Goodman Partners Ltd with five years of industry experience. He holds a Series 65 designation and has worked at Caterer Goodman Partners LLC since 2012. Caterer Goodman Partners Ltd provides discretionary and non-discretionary portfolio management and sub-advisory services to both individual clients and other investment advisers. The firm serves a diverse client base, including British expatriates, using a blend of top-down macroeconomic analysis and fundamental research to manage concentrated global equity portfolios tailored to individual risk profiles.

Owen Caterer is a financial advisor at Caterer Goodman Partners Ltd with 4 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, he is involved in mortgage brokerage as an outside business activity. Caterer Goodman Partners Ltd provides discretionary and non-discretionary investment management and sub-advisory services primarily to individuals, including high-net-worth clients, and other advisers. The firm uses a combined top-down global macro and economic-cycle analysis with sector rotation and company-level fundamental research, focusing on technology for medium-term growth, and serves a materially international client base through intermediaries.