Sage Advisory
Rob Williams has over 20 years of work experience in the financial industry. Rob started their career as a Manager in Asset Allocation Policy at Mutual of New York in 1998 and then moved to UBS Wealth Management in 2000, serving as an Investment Strategist. In 2004, they joined Sage Advisory as a Managing Partner and Chief Investment Strategist, where they are currently employed.
Rob Williams attended the University of Colorado Denver but the specific start and end years, degree, and field of study are not provided. Additionally, they have a certification in CFA, but the institution and the date of obtaining the certification are not given.