Mona Williams is Chief Operating Officer of Bivium Westfuller (BWF), an OCIO partnership between Bivium Capital Partners and Westfuller Advisors serving mission-driven organizations. As BWF’s first dedicated COO, she is responsible for institutionalizing the joint venture with an emphasis on firm-wide operational excellence and execution, infrastructure build-out, process development and implementation, and strategic growth initiatives. Mona reports to the leadership of both firms, supporting the constituent firms independently as needed.
She was formerly President of Progress Investment Management Company, LLC, where she spent 19 years dedicated to “Changing the Face of the Investment Management Industry.” A pioneer in diverse and emerging multi-manager investing, Progress managed an array of customized and pooled investment vehicles for institutional pension funds, foundations, and endowments. She served on the firm’s Board of Directors, the Investment Committee, and chaired its Management Committee.
Her earlier experience includes positions at regional and global investment banks, including Bear Stearns and Merrill Lynch. She has served on the board of the National Association of Securities Professionals (NASP), the National Council on Teacher Retirement Corporate Advisory Committee (NCTR) and has been an active member of 100 Women in Finance (100WF), co-sponsoring events that address the underrepresentation of women in finance. She is a frequent industry speaker on diversity and inclusion in asset management and has taught financial literacy, her passion, to young women and people of color throughout her career.
Mona received a B.A. from the University of California, Berkeley, and holds Series 7 and 63 licenses (inactive). She lives in Oakland with her husband and son.