Willis Investment Counsel
wicinvest.com Direct investor
Willis Investment Counsel is an employee-owned, independent fiduciary investment management firm founded in 1979. It manages approximately $4.6 billion in client assets, providing portfolio management for private wealth, institutional, foundation, endowment, and retirement plan clients.
Willis Investment Counsel is an asset manager headquartered in Gainesville, United States, founded in 1979. It invests directly in companies. $4.6 billion under management, as it reports.
“We manage approximately $4.6 billion for a wide range of clients. We have decades of experience working with corporations, endowment funds, trusts, 401(k) plans, schools, hospitals, and private clients.”
— Willis Investment Counsel, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not applicable
- Headquarters
- Gainesville, United States
- Invests in
- United States, Southeast
- Founded
- 1979
- Assets under management
- $4.6 billion
Team, as Willis Investment Counsel publishes it
- Henry Bush Research Analyst
- Kaitlyn E. Peppers Client Service and Operations Specialist
- RK Whitehead Chief Financial Officer
- L. Alyson Graham, JD, LLM Trust and Estate Specialist
- Julia R. Padgham Firm Administrator
- Suzanne E. Bagwell Client Service Associate
- Giovanna M. Golden Portfolio Administrator
- Natalie R. Challen Director of Relationship Management
- John M. Lewis, CFA Portfolio Manager
- Tracey A. Patton, CPFA® Senior Analyst
- Brett M. Slattery, CFA Chief Investment Officer, Director of Research, & Portfolio Manager
Names and roles exactly as listed on wicinvest.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Willis Investment Counsel publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://wicinvest.com/name, is_investor, layer, type, hq_country, hq_city, thesis_quote, description, founded, aum, people, status, confidence
- https://wicinvest.com/feed/invests_in_geographies
Record 8345 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
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