Overview
Cheri R. Williams partners with investment management clients to address regulatory and structural challenges, stay ahead of emerging issues and advance their business goals. She represents registered investment companies along with their boards of directors and investment advisers in connection with various regulatory, compliance, investment servicing and transactional issues. She assists organizations, including open-end, closed-end, multi-series, multi-manager and exchange-traded funds, with a wide range of filings, regulatory and compliance matters.
Prior Experience
Prior to entering the legal profession, Cheri worked as both a licensed brokerage associate and private bank account officer for high-net-worth individuals, during which she cultivated an in-depth understanding of the clients she serves. Cheri was previously a judicial intern for the Honorable Marjorie O. Rendell of the United States Court of Appeals for the Third Circuit in Philadelphia. Cheri also has a Master of Business Administration degree.
Personal Interests
Cheri enjoys spending her free time with her family and enjoys learning about the newest health and wellness trends.
Related Legal Services
Related Industries
Credentials
Bar Admissions
Pennsylvania
Education
University of Pittsburgh, Joseph M. Katz Graduate School of Business
M.B.A. (2013)
University of Pittsburgh School of Law
J.D. (2013)
Temple University Fox School of Business
B.B.A. in Finance, cum laude (2004)
Insights & Events
Leadership & Community
Pro Bono
- Philadelphia VIP
Professional Associations
- Philadelphia Bar Association — Business Law Section’s Executive Committee, 2019-23
- Philadelphia Advancement Group member
- Better Than Success Real Estate Group member
Civic Activities
- Musicopia & Dancing Classrooms Philly – Board Member
Honors
- Legal Intelligencer's Professional Excellence Award — Lawyer on the Fast-Track nominee, 2020
- Best Lawyers® — "Ones to Watch," Securities Regulation, 2024
No aspect of these recognitions has been approved by the highest court of any state.