Bob Smith
Directeur Général chez Sage Advisory Services Ltd. Co.
Profil
Mr. Robert G.
Smith is a President, Chief Investment Officer & Managing Partner at Sage Advisory Services Ltd.
Co. and an Advisor at Benchmark Financial Services, Inc. He leads the Investment Committee.
He began his career in 1970 at Moody's Investors Services as a member of the Corporate Bond Rating Committee; he then went on to Loeb, Rhodes & Co. to cover the insurance industry in the Institutional Equity Research department.
He later worked at Merrill Lynch & Co. for 13 years in a variety of institutional research, trading and portfolio management roles in New York and London.
During this period, he was assigned to the Saudi Arabian Monetary Agency as a Resident Financial Advisor in Riyadh responsible for managing the foreign reserves of the Central Bank.
He received his M.B.A.
in Finance from New York University Stern School of Business, is an Accredited Investment Fiduciary and Certified Investment Management Consultant.
Postes actifs de Bob Smith
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/01/1996 |
Benchmark Financial Services, Inc.
 Benchmark Financial Services, Inc. Investment Banks/BrokersFinance Benchmark Financial Services, Inc. provides money management solutions. It offers investment fiduciary services, forensic investigations, and litigation support. The company was founded by Edward Ahmed Hamilton Siedle in 1999 and is headquartered in Ocean Ridge, FL. | Corporate Officer/Principal | 27/07/2010 |
Anciens postes connus de Bob Smith
| Sociétés | Poste | Fin |
|---|---|---|
Smith Affiliated Capital Corp.
 Smith Affiliated Capital Corp. Investment ManagersFinance Smith Affiliated Capital Corp. (SAC) is a registered investment advisor headquartered in New York City. The firm was founded by Robert G. Smith in 1982 and is a wholly-owned subsidiary of Smith Affiliated Ventures LLC. SAC provides investment advice for separately managed portfolios of individual and institutional investors. | Membre du Comité d'Investissement | 31/12/1995 |
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. | Gestionnaire de Portefeuille-Actions | - |
Merrill Lynch International
 Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Corporate Officer/Principal | - |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Corporate Officer/Principal | - |
Formation de Bob Smith
| New York University | Masters Business Admin |
| City University of New York | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
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 |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | 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 |
Merrill Lynch International
Merrill Lynch International Investment Banks/BrokersFinance Merrill Lynch International (MLI-UK) is a brokerage firm headquartered in London, UK. The firm was founded in 1988 and is a subsidiary of ML UK Capital Holdings Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. MLI-UK provides brokerage services to individual and retail clients. | Finance |
Smith Affiliated Capital Corp.
Smith Affiliated Capital Corp. Investment ManagersFinance Smith Affiliated Capital Corp. (SAC) is a registered investment advisor headquartered in New York City. The firm was founded by Robert G. Smith in 1982 and is a wholly-owned subsidiary of Smith Affiliated Ventures LLC. SAC provides investment advice for separately managed portfolios of individual and institutional investors. | Finance |
Benchmark Financial Services, Inc.
Benchmark Financial Services, Inc. Investment Banks/BrokersFinance Benchmark Financial Services, Inc. provides money management solutions. It offers investment fiduciary services, forensic investigations, and litigation support. The company was founded by Edward Ahmed Hamilton Siedle in 1999 and is headquartered in Ocean Ridge, FL. | Finance |
