Robert Smith Location
- Austin, TX, US
Robert Smith Work
- 1996 - now President and Co-CIO @
- 1991 - 1996 Senior Vice President @ Smith Affiliated Capital
- 1988 - 1991 Managing Director @
- 1984 - 1988 Managing Director @ Merril Lynch Inc
- 1979 - 1984 Advisor @
- 1976 - 1978 Vice President, Institutional Research @
- 1974 - 1978 Financial Analyst @ Loeb, Rhoades & Co.
- 1970 - 1974 Financial Analyst @
Robert Smith Education
- New York University - Leonard N. Stern School of Business 1976 - 1978
- John Jay College (CUNY) 1971 - 1974
Robert Smith Skills
- Asset Management
- Asset Allocation
- Investments
- Alternative Investments
- Portfolio Management
- Fixed Income
- Wealth Management
- Mutual Funds
- Hedge Funds
- Certified Investment Management Consultant
- Accredited Investment Fiduciary
- ESG Investing
- Management
- Team Building
- Sales
- Marketing
- Investment Advisory
- ETFs
- Capital Markets
- Investment Strategies
- Financial Modeling
- Pension Funds
- Pensions
- Retirement
- Endowments
- Insurance
- Taft Hartley Plans
- Institutional and High Net Worth
- Ldi Strategies
- Healthcare Funds
Robert Smith Summary
- Robert Smith, based in Austin, TX, US, is currently a President and Co-CIO at Sage Advisory. Robert Smith brings experience from previous roles at Smith Affiliated Capital, Merrill Lynch, Merril Lynch Inc and Saudi Arabian Monetary Authority- SAMA. Robert Smith holds a 1976 - 1978 New York University - Leonard N. Stern School of Business. With a robust skill set that includes Asset Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management and more. Robert Smith has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Sage Advisory Employees
Robert Smith
President and Co-CIO
Austin, TX, US
Michael Walton
Managing Partner
Austin, TX, US
Jamisen Allen
Regional Director
Austin, TX, US
Thomas Urano
Co-CIO
Austin, TX, US
Jeffery Timlin
Managing Partner
Austin, TX, US
Andrew Demand
Vice President Portfolio Management
United States
Nicholas Erickson
Vice President, Portfolio Management
Austin, TX, US
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