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 spent almost 4 years at Tocqueville Asset Management as Global Strategist and Portfolio Manager. Before his years with Tocqueville, 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 his practice into Tocqueville 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 monthly 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 New York Institute of Finance from 1983 to 1986 and several executive level 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.
Thomas Palka
Also a Founding Partner, Tom handles all financial planning oversight and communicates with our outside Advisors and Broker-Dealer partners for all their distribution service needs. He oversees implementation and operational processes for those outside service channels as well.
Tom also carries the role of President of Genesis Advisors which he founded in 2000. Prior to Genesis Advisors, he was a full partner with a Registered Investment Advisory Firm in Dearborn, MI for 12 years. His practice focus was educating employees to maximize their benefit programs offered through their employer. Mr. Palka has spoken to college seniors to prepare them for their financial future.
Mr. Palka received a Bachelor of Science in Investment Finance from Wayne State University and has also become a Certified Financial Planner (CFP).