Class Notes Profiles
All in the family
By Joni Moths Mueller
Dan Williams, Comm ’92, couldn’t resist a familiar pull.
For five years Williams denied his DNA and channeled his creative instincts into advertising and public relations. Then Wall Street beckoned, and he joined what could be called “the family business.”
“Having grown up in a family of finance people, with my father and all my siblings in the financial area, I finally felt the calling,” he says. The calling led Williams to the Kellogg School of Management, where he earned an M.B.A., and then on to Wall Street, where he learned the complexities of investment banking and asset management. Today he is a managing director and ultra high-net-worth private banker at Citi Private Bank. Williams employs his knowledge of the institutional side of investing to help individuals and families manage their wealth and plan for the future. “We lend money, help with cash management, investments and estate planning — the full spectrum — and do so on a very customized basis,” he says.
He brings that planning instinct back to campus each spring to coach the next cohort of finance grads who have visions of working in the nation’s financial industry. He doesn’t do it alone. A cadre of alumni employed at the nation’s top banks and investment houses join in staging a daylong seminar, “The Ins and Outs of Wall Street.” This year, 130 students came indoors on a sunny Saturday to work with these industry insiders.
Williams admits it’s tough to get an interview with a Wall Street firm. “It’s a combination of knowing your stuff and how to sell yourself,” he says. Marquette’s College of Business Administration teaches the former. Williams and the other alums focus on the latter.