Management Bios
The Senior Partners at Genesis have a combined experience in the marketplace spanning over 6 decades of time. This perspective has provided us with a lengthy number of lessons. Those lessons have given us the ability to pass along valuable insights to clients for many years. Our goals are many for clients. Our focus is to help them understand patience, discipline and planning stability as a major contributor to long-term success in both the security and accumulation of their wealth.
Michael Williams
Michael Williams is the Founder and Managing Partner at Genesis. He was the founder and managing director for Genesis Partners (renamed Genesis Asset Management on January 1, 2007). Mr. Williams ran his own financial planning and advisory firm based in Atlanta, with offices in New York City prior to merging that practice in 2003. In 1983, after a year on Wall Street at the trading floor level, he started Genesis Partners as a private financial planning practice and was registered as an independent representative of FSC Securities.
Mr. Williams continues to provide daily and weekly market insights to thousands of advisors, institutions, and clients around the globe. He e-mails morning and weekly sector reviews to advisors and their clients, appears regularly on CNBC's Market Sector Review and Bloomberg TV, and has led hundreds of audience presentations for advisors and investors, including speaking at the Financial Advisor Symposiums and at the Money Shows each year.
His education includes studies at the College for Financial Planning and courses at the New York Institute of Finance as well as executive level study courses at the Wharton School of Business.
T. Owen Carroll Ph.D
Owen is a Founding Partner and Chief Quantitative Strategist at Genesis. Dr. Carroll is a professor of finance in the College of Business at the State University of New York at Stony Brook. He received the BS in Engineering Physics from the University of California at Berkeley and PhD in Applied Physics and Electrical Engineering from Cornell University. He received the Distinguished Teaching Award in the College of Engineering at Stony Brook, the Chancellor's Award for Excellence in Teaching from the State University of New York, and was one of the founding professors of the College of Business. Dr. Carroll is currently engaged in research and teaching in Computational Finance, the applications of dynamical systems techniques to financial time series, performance attribution techniques in fund management, and related areas of finance research. He has been a Director of Research and consultant in money management firms engaged in aggressive, high turnover portfolio management and computerized trade implementation.
For the InterAmerican Development Bank, Dr. Carroll developed national input-output tables and economic-energy forecasts for the government of Colombia. He also has been a consultant to the governments of Canada and Thailand, as well as CITIBANK, Nabisco, PPG and other corporations. Dr. Carroll has been a Visiting Professor in Information Systems at the Universita' di Camerino in Italy and a Senior Visiting Research Fellow at Brookhaven National Laboratory.
Dr. Carroll is a member of the Tau Beta Pi and Phi Kappa Phi honorary societies, the Society of Quantitative Financial Analysts, AAAS, IEEE, a licensed professional engineer.
Lola C. West, CFM
Lola C. West is a Managing Partner with Genesis Asset Management. For more than 9 years, Lola was a Senior Financial Advisor with Merrill Lynch and senior partner of LWF Wealth Management Group. Lola continues to advise clients on building a vision for the future and oversees the achievement of all such financial goals and aspirations. She combines an assessment of clients' needs with an ability to develop and implement wealth management solutions customized to the individual client. Devoted to the creation of wealth legacies, Lola is fiercely committed to providing comprehensive financial advice. Prior to wealth management, she was a highly successful event and fundraising consultant to a number of prominent celebrities, non-profit organizations, and world figureheads.
Lola is listed in Who's Who of American Women and is the recipient of the Proclamation: "Lola C. West Day" in the City of New York for "exemplary prowess as a health care administrator." She is also a dedicated patron of the arts and mentor to urban youths in Newark, NJ and New York, NY.
Lola C. West received an undergraduate degree from Brooklyn College and a Masters in Urban Planning from Hunter College. She holds a CFM designation.
Ian S. Fuller, CRPC®
Ian S. Fuller is a Managing Partner. Ian specializes in providing extensive investment and planning advice in areas such as asset management, retirement planning, estate planning and planned giving to individuals and institutions. For 4 years, he was a financial advisor with Merrill Lynch and partner with LWF Wealth Management Group. Prior to this, Mr. Fuller was an analyst with the United Nations Population Fund and KPMG Hong Kong.
Dedicated to community development and the arts, Mr. Fuller provides pro-bono financial literacy instruction and mentorship to urban youths in the New York Metropolitan area. Mr. Fuller is a board member of the non-profit art gallery City Without Walls. He is also a member of the National Black MBA Association and the National Planned Giving Council.
Ian S. Fuller received a B.S. (with honors) in Economics and a M.A. (with distinction) with a concentration in International Affairs each from New York University. He holds a Chartered Retirement Planning Counselor designation.
Jay Han
Jay Han is a Managing Partner. Jay provides comprehensive investment insight and strategic advice for a host of succesful families and institutions in capital markets, fixed income, and alternative investments. He firmly believes in finding opportunities in non-traditional markets as well as in all market conditions. As a proponent of absolute return model of investment performance, he sees the potential investment return performance as a function of carefully established risk management practice. For more than 5 years, he was a Senior Financial Advisor with Merrill Lynch following 3 years with UBS Paine Webber. Prior to wealth management, Mr. Han was an equity principal with a New York-based, private real estate investment group for more than a decade.
Jay Han received a B.S. from the State University of Binghamton (with the Highest Honors in Philosophy) and finished all the course work for M.A. in philosophy from the New School of Social Research, Graduate Faculty. He holds a CFM, CRPC designations.