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David W
Series 63, Series 66
Deer Isle, ME
Deer Isle Research & Management, LLC
David Williams is the sole advisor at Deer Isle Research & Management, LLC, an independent firm based in Deer Isle, ME. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, all with Deer Isle Research & Management since its founding in 2011. Deer Isle Research & Management provides research-driven advisory services primarily to institutional clients such as investment companies, hedge funds, and other pooled investment vehicles, with limited service to high-net-worth individuals. The firm specializes in concentrated coverage of life-science and healthcare companies, offering fundamental analysis, valuation, clinical-trial modeling, and discretionary portfolio management focused on a select group of companies.
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