Our TEAM

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Mona S. Williams President

Mona is responsible for the firm’s business operations outside of portfolio management, research and finance. This includes business development and sales, client and consultant relationship management, fund administration, information technology and compliance. She is a member of the Board of Directors, where she serves as secretary, chairs the Management Committee and is a voting member of the Investment Committee.

Prior to joining Progress, Mona was Director of Marketing for Albriond Capital Management. She also served as the Director of Marketing for Capital Insight Brokerage. Her earlier experience includes positions in the institutional equities department of Bear Stearns and the retail division of Merrill Lynch.

Mona holds a B.A. from the University of California, Berkeley. She is a Board Member of the National Association of Securities Professionals, and a member of the National Council on Teacher Retirement (NCTR) Corporate Advisory Committee. Mona completed Series 7 and 63 licenses (inactive).

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