CoverProfile

Trevor Williams

Managing Director, Portfolio Manager (Alternative Investments)

Penn Mutual Asset Management

United States, Pennsylvania, Wayne

About Me

Mr. Williams serves as managing director & portfolio manager of Penn Mutual Asset Management. Trevor is responsible for the management of the alternative assets portfolio. Prior to joining Penn Mutual, Trevor worked for Janney Montgomery Scott, LLC as a manager of the investment analyst team. In this capacity, Trevor managed a group of analysts responsible for sourcing, recommending and performing on-going due diligence on open-end mutual funds, separately managed accounts, exchange traded funds, closed end funds and private funds for the firm’s financial advisors. Trevor also worked at Hamilton Lane as a senior associate where he identified, assessed and issued recommendations on pri

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Profile Information

Managing Director, Portfolio Manager (Alternative Investments)

Penn Mutual Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wayne

Pennsylvania

United States

May 22, 2025

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