Combining an abiding interest in wine with more than 20 years of investment experience as both a portfolio manager and sell-side research analyst, Jennifer Williams-Bulkeley founded AOC Investment Advisors in 2012. The firm is a natural outgrowth of her prior work in London, where she spent more than 13 years working in the finance industry and investing in wine, buying in the London market and honing her expertise in the field. While in London, Jennifer managed equity and debt portfolios for alternative asset managers and also developed and marketed a proprietary research product focused on the equity and credit markets and geared toward alternative investors.Jennifer is an Associate Member of the Institute of Wines and Spirits (AIWS) and is a graduate of the Wine and Spirit Education Trust (WSET) Diploma Program, one of the top accreditations in the wine trade. She earned her BA in economics and history from Trinity College in Hartford, CT.\n
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Independent and authoritative analysis and perspective for every segment of mergers and aquisitions.