Shellon Williams CFA
Director, Client Partnerships and Platform Distribution
Profile
Shellon oversees platform distribution partnerships while also supporting relationships with institutional and retail clients.
Shellon joined Addenda Capital in 2023 and has over 15 years of experience in investment management and client relationship services. She previously worked as Director, Investment Management Services at NEI Investments and held investment management and risk roles at a large Canadian institution.
Shellon holds a Master of Business Administration (MBA) in Banking and Finance from the University of the West Indies and an Honours Bachelor’s degree in Economics and Management from the same institution. She also holds the Chartered Financial Analyst (CFA) designation and has completed the Investment Funds in Canada (IFC) Course from the Canadian Securities Institute (CSI).