Read Williamson is a Senior Advisor and Portfolio Manager. He has over 20 years of experience serving High-Net-Worth clients, and designing, building, and managing customized portfolio strategies tailored to clients’ goals and objectives.

 

In his role as Senior Advisor, he is responsible for providing regular client communications related to economic and market news, portfolio strategy and positioning, as well as delivering portfolio updates and reviews. What differentiates Read is his focus on proactive communication and prompt response. He believes that continuous and thoughtful dialogue leads to the most productive relationships.

 

In his role as Portfolio Manager, he provides personalized investment solutions that consider client goals, liquidity needs, risk capacity and willingness, and time horizon. He believes in a “top down” approach to portfolio construction with a focus on cost effective and tax efficient portfolio strategies.

 

Prior to WealthEQ, Read was Lead Portfolio Manager and Senior Vice President of the investment management team at First Western Trust, Vice President and Relationship Manager at Fisher Investments, Business Development Manager at private equity firm Cherry Creek Capital Partners, and Financial Advisor at Morgan Stanley.  He has been responsible for managing more than $2 billion in client investments.

 

Read earned his MBA in Finance from the University of Denver and his BA from Vanderbilt. He has been dedicated to Brandi, his wife, for over 29 years. They share a daughter, Emmie, who is now 11 years old.