Profil
Mr. William C.
Stevens is Vice President & Portfolio Manager at Loomis, Sayles & Co. LP.
He joined Loomis Sayles in 2009.
Mr. Stevens worked at Wells Capital Management, where he was Senior Portfolio Manager and Co-Head of the Montgomery fixed income team.
He also served as Chief Fixed Income Officer.
Previously, he was President and Chief Investment Officer of Montgomery Asset Management with oversight responsibilities for all investment-related activities, and was Co-Head and Founder of the fixed income division.
Earlier, he launched the collateralized mortgage obligation and asset-backed securities trading department at Barclays de Zoete Wedd Securities and headed the structured product department at Drexel Burnham Lambert, where he oversaw trading, structuring and research.
Mr. Stevens received his BA in Economics from Wesleyan University and an MBA from the Harvard Business School.
Anciens postes connus de William Clark Stevens
| Sociétés | Poste | Fin |
|---|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Head-Fixed Income Invts | 31/12/2008 |
Barclays de Zoete Wedd Securities, Inc.
Barclays de Zoete Wedd Securities, Inc. Investment Banks/BrokersFinance Provides trading services | Corporate Officer/Principal | - |
Montgomery Asset Management Corp.
Montgomery Asset Management Corp. Investment ManagersFinance Provides investment management services | President | - |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Portfolio Manager-Fixed Income | - |
Drexel Burnham Lambert, Inc.
Drexel Burnham Lambert, Inc. Agricultural Commodities/MillingProcess Industries Manufactures chocolates and sugar candies. | Corporate Officer/Principal | - |
Formation de William Clark Stevens
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Drexel Burnham Lambert, Inc.
Drexel Burnham Lambert, Inc. Agricultural Commodities/MillingProcess Industries Manufactures chocolates and sugar candies. | Process Industries |
Wesleyan University
Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Barclays de Zoete Wedd Securities, Inc.
Barclays de Zoete Wedd Securities, Inc. Investment Banks/BrokersFinance Provides trading services | Finance |
Montgomery Asset Management Corp.
Montgomery Asset Management Corp. Investment ManagersFinance Provides investment management services | Finance |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















