Williams Jones Wealth Management, LLC

Henry Wilmerding III is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 licenses and has been with the Williams Jones firms since 2013. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, constructing concentrated portfolios of about 30 positions.

J. Kelly Jr. is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Williams Jones Wealth Management and its predecessor since 2013. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, families, institutions, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios of approximately 30 positions.

Barbara Tarmy is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with nine years of industry experience. She holds the Series 63 designation and has worked at Williams Jones Wealth Management since 2019, following three years at William, Jones & Associates, LLC. Outside of her advisory role, she is an officer in the business Quality House Wines. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm employs a long-term growth investment strategy focused on strategic asset allocation, growth at a reasonable price (GARP) equities, and active fixed-income management, typically maintaining concentrated portfolios of about 30 positions.

Franco Agapito is a CFA® charterholder with 18 years of industry experience. He currently serves at Williams Jones Wealth Management, LLC and has prior experience with Columbia Management Advisors, LLC and Riversource Fund Distributors, Inc. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to a range of clients including individuals, families, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price (GARP) equity strategy, and active fixed-income management, while also offering access to third-party managers and private investment funds.

Sidney Goudie is a CFA® charterholder with 4 years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2019. Prior to this, he worked at Williams, Jones & Associates, LLC for 11 years. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth families, pension and profit-sharing plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, GARP-oriented equity investments, and active intermediate-term fixed-income management.

Timothy Georgen is a financial advisor at Williams Jones Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments, Securities America, Saybrus Partners, The Vanguard Group, and Charter Oak Financial. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, typically constructing concentrated portfolios.

Thomas Maccowatt is a CFA® charterholder and holds a Series 65 license. He has six years of industry experience and has been with Williams Jones Wealth Management, LLC since 2019. Prior to that, he was with Williams, Jones & Associates, LLC from 1998 to 2019. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term growth strategy with a focus on strategic asset allocation, growth at a reasonable price (GARP) equities, and active fixed-income management, often building concentrated portfolios of about 30 positions.

Nancy Kokolj is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, with 12 years of industry experience. She has held her current role since 2019 and previously worked at Williams, Jones & Associates, LLC from 2014 to 2019. Kokolj holds the Series 63 designation. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity approach and active fixed-income management, while offering access to third-party managers and private investment funds.

John Cummings is a financial advisor at Williams Jones Wealth Management, LLC, holding Series 63 and Series 65 licenses. He has been with Williams Jones Wealth Management and its predecessor firm since 2012. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, growth-at-a-reasonable-price equity investments in mid-to-large cap businesses, and active intermediate-term fixed-income management, often constructing concentrated portfolios of about 30 positions.

David Goldberger is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2022. His prior roles include positions at CapTrust, Capfinancial Securities, FCE Group, AXA Advisors, and Morgan Stanley. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth families, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm focuses on long-term growth through strategic asset allocation, a GARP-oriented equity strategy emphasizing mid- to large-cap businesses, and active intermediate-term fixed-income management.

Evan Binder is a CFP® with seven years of industry experience, currently serving at Williams Jones Wealth Management, LLC since 2025. His prior roles include positions at Longwave Financial, Commonwealth Financial Network, and The Vanguard Group. Outside of finance, he has experience working at Fireside Bar & Grill and Elberon Bathing Club. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, and institutional clients. The firm focuses on long-term growth through strategic asset allocation and active management, offering specialized investment funds and subadvisory services within the Focus Financial Partners network.

Kyle Eager is a financial advisor at Williams Jones Wealth Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work includes roles at UBS Financial Services, HighTower Advisors, and Williams Jones and Associates. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth families, institutional clients, and charitable organizations. The firm employs a long-term growth strategy with a GARP-oriented equity approach and active fixed-income management, often constructing concentrated portfolios of approximately 30 positions.

Malcolm Macpherson Jr. is a CFA® charterholder and holds a Series 65 license, with four years of experience in the financial industry. He has been with Williams Jones Wealth Management, LLC since 2019 and previously worked at Williams, Jones & Associates, LLC from 2000 to 2019. Williams Jones Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, families, pooled investment vehicles, pension plans, and charitable organizations. The firm focuses on long-term growth through strategic asset allocation, employing a GARP-oriented equity strategy and active fixed-income management, while also sponsoring affiliated funds and facilitating access to third-party managers and private investment opportunities.

Joseph Ghio is a financial advisor with Williams Jones Wealth Management, LLC in New York, NY. He holds a Series 65 designation and has six years of industry experience. Ghio has been with Williams Jones Wealth Management since 2019, following roles at Williams, Jones & Associates, LLC and William O'Neil + Company IA. Williams Jones Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to a range of clients, including individuals, high-net-worth families, and institutional investors. The firm focuses on long-term growth through strategic asset allocation, a growth-at-a-reasonable-price equity approach, and active fixed-income management, often constructing concentrated portfolios of about 30 positions.

Othilla Nowak is a CFA® charterholder at Williams Jones Wealth Management, LLC with experience at Artisan Partners, Tiger Management LLC, J.P. Morgan, and Wells Fargo. Prior to joining Williams Jones, Othilla held roles in investment management and worked in academic settings including Macaulay Honors College, Hunter College, CUNY. Williams Jones Wealth Management provides portfolio management and financial planning services to individuals, families, pooled investment vehicles, and institutions. The firm focuses on long-term growth through strategic asset allocation and active fixed-income management, constructing concentrated portfolios primarily of mid- to large-cap businesses.