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  • Our Story
  • Team
  • Institutions
  • Individuals
  • Insights
  • Ethos
  • Client Portal
  • Contact Us

Thank you for your interest in Westfuller.

We will reach out to you when an opportunity arises that is a fit for your experience.

Mona Williams

Chief Operating Officer | Bivium Westfuller

Mona Williams is Chief Operating Officer of Bivium Westfuller (BWF), a mission-aligned OCIO joint venture between Bivium Capital Partners and Westfuller Advisors, launched in 2020. As COO—the first position dedicated exclusively to the BWF partnership—she is responsible for institutionalizing the joint venture with an emphasis on operational excellence and execution, process development and implementation, and strategic growth initiatives. Mona reports dually to the respective firms’ leadership, supporting the constituent firms independently as needed.

Before joining BWF, Mona was President of Progress Investment Management Company, a pioneer in multi-manager investment strategies featuring diverse and women-owned firms and funds. During her 19 years with the firm, she worked with many of the country’s largest and most sophisticated public funds, corporations, foundations, endowments, and Taft-Hartley organizations. Prior to serving as President, she held EVP and SVP roles with management, operational, and client-facing responsibilities and oversight. In addition, Mona served on Progress’s Board of Directors, chaired its Management Committee, and was a voting member of the Investment Committee. Her earlier experience includes positions at regional and national investment firms, including Bear Stearns and Merrill Lynch.

Mona currently serves on the Board of East Bay Community Foundation, where she Chairs the Investment Committee. She has been a frequent industry speaker on diversity and inclusion in asset management. Mona received a B.A. from the University of California, Berkeley, and received Series 7 and 63 licenses (inactive).

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Call Us

212.219.6198

Email Us

[email protected]

Address

New York Office
1185 Avenue of the Americas,
3rd Floor
New York, NY 10036

San Francisco Office
601 Montgomery Street
Ste. 1212
San Francisco, CA 94111

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Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. 

© 2022 Westfuller Advisors, LLC. All rights reserved

Westfuller is an SEC registered investment adviser with a principal place of business located in New York, New York. Westfuller may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Westfuller will be initiated by a representative that is either registered, or qualifies for a corresponding exemption, in the state in which the client resides. For additional information pertaining to the registration status of Westfuller, please refer to the Investment Advisers Public Disclosure website at www.adviserinfo.sec.gov. A copy of the Westfuller current written disclosure brochure, as set forth on Part 2A Form ADV, discussing the firm’s business operations, services, and fees is available from Westfuller upon written request.