June 1, 2012
Dear Clients and Friends,
I am very pleased to announce the appointment of Mr. Anthony Parish, CFA as Vice President for Institutional Research and Portfolio Strategy at Sage Advisory Services.
Anthony brings to Sage an extensive background across the fixed income and equity markets in investment management research, risk management strategy analysis and product development. He was previously employed with Deutsche Asset Management Company in New York as a Vice President for Multi-Asset Investment Strategy Analysis. During his time with the Company Anthony was responsible for providing key analytical support to the institutional portfolio management staff, published a variety of global market research reports and developed a variety of proprietary capital market economic indicators.
Prior to his professional experience with Deutsche Asset Management, Anthony worked with Credit Suisse Asset Management in New York as a Vice President for Product Development & Management. This opportunity was preceded by his employment with Oppenheimer Funds as a Vice President and Head of Investment Product Analysis. Anthony brings to Sage Advisory an extensive and well developed 12 year track record of success in institutional research, global multi-asset portfolio strategy and investment product development.
Anthony is an alumnus of Concordia University in Montreal, Canada where he received his undergraduate degree and Fordham University’s Graduate School of Business Administration in New York where he received his MBA degree in 2004. Anthony is a Chartered Financial Analyst (CFA) and member of the New York Society of Security Analysts.
In his new position, Anthony will work within Sage’s portfolio strategy and quantitative research group to support to our risk management efforts and multi-asset portfolio strategy development. He will also work closely with our client service and consultant relationship development professionals to communicate our investment strategies. This new appointment further fortifies Sage’s institutional research team and introduces a fresh dimension to our investment and risk management efforts. As always, we encourage you to contact us to learn more about our professional staff and their efforts to provide a superior investment management service.
Sincerely,
Robert G. Smith, III
President & CIO
December 28, 2009
Dear Clients and Friends,
I am very pleased to announce the appointment of Mr. Michael D. Walton as Vice President for Marketing and Product Development of Exchange Traded Fund (ETF) investment management services for Sage Advisory Services.
Michael comes to Sage with a strong background in Wealth Management Services as well as institutional distribution system design and management. He was previously employed with U.S. Fiduciary, LLC (USF) in Houston, Texas as the Director of Wealth Management services. While at USF Michael was responsible for the design, development and supervision of the USF Wealth Management Platform.
Prior to his professional experience with USF, Michael worked from 1996 through 2007 with AIM Distributors, Inc. in a variety of senior marketing and supervisory roles within the organization’s internal marketing and financial advisor sales group. He received his Bachelor of Business Administration Degree from Texas Tech University in Lubbock, Texas.
In his new position Michael will work closely with me and other members of the Sage institutional research and client service teams to expand the market awareness of our seasoned and unique line up of ETF investment management strategies and services. This new appointment reaffirms and fortifies our commitment to becoming a leading force in the field of ETF investment management services and market research. As always, we encourage you to contact us about our ETF strategies and other investment management services.
Sincerely,
Robert G. Smith, III
President & CIO
May 14, 2008
Dear Clients and Friends,
I am very pleased to announce the appointment of Mr. Joseph Westerhaus as Senior Taxable Trader/Fixed Income Portfolio Manager for Sage Advisory Services.
Joe comes to Sage with a strong background in portfolio and risk management services as well as credit derivative analysis. He was previously employed with Fifth Third Asset Management in Cincinnati, Ohio as a Portfolio Manager-Fixed Income Officer. While at Fifth Third Joe worked on investment relative value analysis, credit risk due diligence, asset allocation strategies, performance monitoring and investment management policy formation.
Prior to his professional experience with Fifth Third Joe also worked for Bank of America in Chicago, IL as Credit Derivative Portfolio Analyst and Financial Analyst within their Global Markets Group. He has received his MBA Degree in Finance from Xavier University in Cincinnati, Ohio and his BA in Financial Management from Clemson University in South Carolina.
In his new position Joe will work closely with Mark MacQueen and Thomas Urano and other members of our portfolio management team. This new appointment further fortifies our risk analysis and portfolio management effort and introduces a fresh dimension to our client service capabilities. As always, we encourage you to contact us to learn more about our professional staff and their efforts to provide a superior investment management service.
Sincerely,
Robert G. Smith, III
President & CIO
Contact:
Joseph Westerhaus
V.P., Portfolio Management
jwesterhaus@sageadvisory.com
phone: 512.327.5530
fax: 512.327.5702
