Rob Williams
Director of Research - Fxd Inc at Sage Advisory Services Ltd. Co.
Profile
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.
Rob Williams active positions
Companies | Position | Start |
---|---|---|
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. | Director of Research - Fxd Inc | 01/04/2004 |
Former positions of Rob Williams
Companies | Position | End |
---|---|---|
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-Fixed Income | - |
Training of Rob Williams
The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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