William Sae Oh

Analyst-Fixed Income chez

Segall Bryant & Hamill LLC

Finance

Consumer Services

Profil

Mr. William S.
Oh, CFA MBA, is a Senior Securitized Analyst at Segall Bryant & Hamill LLC.
He is responsible for securitized debt analysis and trading.
He joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments.
During his six-year tenure with Denver Investments, Mr. Oh served as a securitized debt analyst and trader on the fixed income team.
Prior to that, Mr. Oh was an assistant vice president, buy-side MBS and whole loan trader with One West Bank.
He also held positions with Bear Stearns Residential Mortgage and Wells Fargo Bank.
He has been in the investment industry since 2000.
He earned his B.A. from Claremont McKenna College and MBA from the University of Chicago.
Mr. Oh has earned the Chartered Financial Analyst designation and is a member of CFA Institute and CFA Society Colorado.

Postes actifs de William Sae Oh

Sociétés	Poste	Début
Segall Bryant & Hamill LLC Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.	Analyst-Fixed Income	01/05/2018

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Anciens postes connus de William Sae Oh

Sociétés	Poste	Fin
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Analyst-Fixed Income	01/05/2018
Nationwide Insurance Co. Nationwide Insurance Co. Insurance Brokers/ServicesFinance Provides insurance services	Corporate Officer/Principal	31/12/2010
IndyMac Bank FSB IndyMac Bank FSB Savings BanksFinance Federally chartered savings institution	Corporate Officer/Principal	31/12/2007
Bear Stearns Residential Mortgage Corp. Bear Stearns Residential Mortgage Corp. Finance/Rental/LeasingFinance Provides underwriting mortgage-backed services	Corporate Officer/Principal	31/12/2003
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank	Comptroller/Controller/Auditor	31/12/2002

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Entreprise privées	8
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Finance
Segall Bryant & Hamill LLC Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.	Finance
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Nationwide Insurance Co. Nationwide Insurance Co. Insurance Brokers/ServicesFinance Provides insurance services	Finance
Claremont McKenna College Claremont McKenna College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bear Stearns Residential Mortgage Corp. Bear Stearns Residential Mortgage Corp. Finance/Rental/LeasingFinance Provides underwriting mortgage-backed services	Finance
IndyMac Bank FSB IndyMac Bank FSB Savings BanksFinance Federally chartered savings institution	Finance