Rob Williams
Forschungsdirektor - Fxd Inc bei Sage Advisory Services Ltd. Co.
Profil
Mr. Robert D.
Williams, CFA, is a Managing Partner & Chief Investment Strategist at Sage Advisory Services Ltd.
Co. He is also member of the Investment Committee.
He began his investment career in 1997 at Merrill Lynch & Co. where he served as a Research Analyst.
Later, he joined Mutual of New York as a Director of Asset Allocation Policy.
He then took the position of Senior Fixed Income Strategist for UBS in New York.
He received his B.A.
in Management from the University of Colorado.
He is a Chartered Financial Analyst and a member of the CFA Institute.
Aktive Positionen von Rob Williams
| Unternehmen | Position | Beginn |
|---|---|---|
Sage Advisory Services Ltd. Co.
 Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage Advisory Services Ltd. Co. (Sage) is a SEC-registered investment advisor and holding firm headquartered in Austin, Texas. The firm was founded by Robert Smith III and Mark MacQueen in 1996. Sage specializes in domestic and international fixed income, balanced and equity portfolio management for individual and institutional clients. | Forschungsdirektor - Fxd Inc | 01.04.2004 |
Ehemalige bekannte Positionen von Rob Williams
| Unternehmen | Position | Ende |
|---|---|---|
UBS Eucalyptus Management LLC
 UBS Eucalyptus Management LLC Investment ManagersFinance UBS Eucalyptus Management LLC is a hedge fund manager located in New York City. The firm manages the UBS Eucalyptus Fund LLC. | Corporate Officer/Principal | - |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Analyst-Festverzinsliche Wertpapiere | - |
Ausbildung von Rob Williams
| The University of Colorado | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Sage Advisory Services Ltd. Co.
Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage Advisory Services Ltd. Co. (Sage) is a SEC-registered investment advisor and holding firm headquartered in Austin, Texas. The firm was founded by Robert Smith III and Mark MacQueen in 1996. Sage specializes in domestic and international fixed income, balanced and equity portfolio management for individual and institutional clients. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
UBS Eucalyptus Management LLC
UBS Eucalyptus Management LLC Investment ManagersFinance UBS Eucalyptus Management LLC is a hedge fund manager located in New York City. The firm manages the UBS Eucalyptus Fund LLC. | Finance |
