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Catherine Williams

Vice President & Head of Practice Management at Dimensional Fund Advisors

Catherine J. Williams is the Head of Practice Management and Vice President at Dimensional Fund Advisors.12 Based in the Charlotte office, she delivers benchmarking and practice management insights to advisors.1 Catherine has over 20 years of experience in the investment industry, including serving as chief operating officer for a large RIA.1

Before joining Dimensional, Catherine worked as an executive business coach with the Carson Group and as vice president of practice management and consulting with Fidelity Investments.1 She has also served as an advisory board member for the Center for Investment and Wealth Management at the UCI Paul Merage School of Business and as a coach/mentor for the G2 Leadership Institute.1

Catherine hosts the Dimensional podcast series "Managing Your Practice," which provides insights to help advisors with various aspects of their businesses.12 She is actively involved in research and collaboration, as evidenced by her recent Q&A with Marco Di Maggio of Harvard Business School on growth drivers for advisors.3

Her LinkedIn profile confirms her role as Head of Practice Management at Dimensional Fund Advisors and her position as Vice President.245 Catherine's expertise in practice management and her contributions to advisor growth make her a valuable resource in the financial advisory industry.

Highlights

Jan 31 · dimensional.com
Managing your Practice Podcast Series | Dimensional
Sep 21 · cumberland.edu
CATHERINE WILLIAMS - Cumberland University
May 23 · dimensional.com
Q&A on Growth Drivers for Advisors with Catherine Williams and ...

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Catherine Williams
Catherine Williams, photo 1
Catherine Williams, photo 2
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Location

Charlotte Metro