Robert Smith's Location
Austin, Texas, United States
Robert Smith's Work
- President and Chief Investment Officer @ Sage Advisory
- Managing Director @ Merrill Lynch
- Security Analyst @ Loeb Rhodes
Robert Smith's Education
- Investment Management Consultants Association
Certified Investment Management Consultant (Investments)
2001 - 2002 - NYU Stern School of Business
Master of Business Administration (Finance)
1976 - 1978 - John Jay College (CUNY)
Bachelor of Arts (History)
1971 - 1974
Robert Smith's Skills
- Fixed Income
- Portfolio Management
- Investments
- Investment Advisory
- ETFs
- Asset Allocation
- Capital Markets
- Investment Strategies
- Wealth Management
- Financial Modeling
Robert Smith's Summary
Robert Smith, based in Austin, Texas, United States, is currently a President and Chief Investment Officer at Sage Advisory Services Ltd., bringing experience from previous roles at Merrill Lynch and Loeb Rhodes. Robert Smith holds a 2001 - 2002 Certified Investment Management Consultant in Investments @ Investment Management Consultants Association. With a robust skill set that includes Fixed Income, Portfolio Management, Investments, Investment Advisory, ETFs and more, Robert Smith contributes valuable insights to the industry. Robert Smith has 1 email on RocketReach.
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