Robert G. Smith Iii

Robert G. Smith Iii Email and Phone Number

President & Chief Investment Officer at Sage Advisory Services @ Sage Advisory
Robert G. Smith Iii's Location
Austin, Texas, United States, United States
Robert G. Smith Iii's Contact Details

Robert G. Smith Iii work email

Robert G. Smith Iii personal email

n/a

Robert G. Smith Iii phone numbers

About Robert G. Smith Iii

I am an experienced and entrepunrial investment management professional that leads a creative and sustainably focused investment team in the service of our clients. We offer a range of reliable fixed income, Exchange Traded Fund (ETF) investment strategies supported by original, insightful ESG and broad market research, helpful investment risk analytics and an unyielding drive to satisfy the ongoing goals and objectives of our clients. We create clear financial solutions for a complicated world.

Robert G. Smith Iii's Current Company Details
Sage Advisory

Sage Advisory

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President & Chief Investment Officer at Sage Advisory Services
Robert G. Smith Iii Work Experience Details
  • Sage Advisory
    President & Chief Investment Officer
    Sage Advisory Nov 1996 - Present
    Austin, Tx
    I am responsible for coordinating and managing the firm's dynamic portfolio managment team and multi-market institutional investment reseach efforts. As the firm's CIO I am also responsible for leading our sustainable investment management activities and new strategy development.
  • Smith Affiliated Capital
    Senior Vice President
    Smith Affiliated Capital 1991 - 1996
    Investment Committee Member responsible for Portfolio Strategy, Research and Client Relationship Management
  • Merrill Lynch
    Managing Director
    Merrill Lynch 1988 - 1991
    New York, Ny, Us
    Manager of the New York based International Institutional Fixed Income Risk Management and Marketing group.
  • Merril Lynch Inc
    Managing Director
    Merril Lynch Inc 1984 - 1988
    Manager of the Institutional Capital Markets Fixed Sales Office with responsibility for pan-European Central Bank and Key Financial Services Firm coverage.
  • Saudi Arabian Monetary Authority- Sama
    Advisor
    Saudi Arabian Monetary Authority- Sama 1979 - 1984
    Riyadh, Riyadh, Sa
    Member of the Investment Advisory Group responsible for the creation of investment strategy, portfolio risk management and private investment financial assessment.
  • Merril Lynch Inc
    Vice President, Institutional Research
    Merril Lynch Inc 1976 - 1978
    Senior Analyst Institutional Fixed Income Research Department
  • Loeb, Rhoades & Co.
    Financial Analyst
    Loeb, Rhoades & Co. 1974 - 1978
    Institutional Equity Research Analyst - Insurance Industry
  • Moody'S Investors Service
    Financial Analyst
    Moody'S Investors Service 1970 - 1974
    New York, Ny, Us
    Corporate Bond Fixed Income Analyst

Robert G. Smith Iii Skills

Asset Management Asset Allocation Investments Alternative Investments Portfolio Management Fixed Income Wealth Management Mutual Funds Hedge Funds

Robert G. Smith Iii Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance And Financial Management Services
  • John Jay College (Cuny)
    John Jay College (Cuny)
    History

Frequently Asked Questions about Robert G. Smith Iii

What company does Robert G. Smith Iii work for?

Robert G. Smith Iii works for Sage Advisory

What is Robert G. Smith Iii's role at the current company?

Robert G. Smith Iii's current role is President & Chief Investment Officer at Sage Advisory Services.

What is Robert G. Smith Iii's email address?

Robert G. Smith Iii's email address is bs****@****ory.com

What is Robert G. Smith Iii's direct phone number?

Robert G. Smith Iii's direct phone number is (512) 327*****

What schools did Robert G. Smith Iii attend?

Robert G. Smith Iii attended Nyu Stern School Of Business, John Jay College (Cuny).

What skills is Robert G. Smith Iii known for?

Robert G. Smith Iii has skills like Asset Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Fixed Income, Wealth Management, Mutual Funds, Hedge Funds.

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