Pamela A. Willis

As an operations specialist, Pam provides internal support to teams and individuals, so they have the means to provide unparalleled client service. She focuses on generating the firm’s performance reporting, calculations, and composites, as well as leading daily interface operations, including the daily posting and management of data from custodians and data providers. Pam also supports system administration functions and provides other operational and administrative support.

Before joining the firm, Pam worked for 25 years in the investment industry in various operational roles.

When she’s not working, she enjoys playing board games with her family, reading, and hiking.