Robert G. Smith III

President & Chief Investment Officer at Sage Advisory

Robert G. Smith III has an extensive work experience in the finance industry. Robert G. began their career in 1970 as a Financial Analyst at Moody's Investors Service. Robert G. then worked as a Financial Analyst at Loeb, Rhoades & Co. from 1974 to 1978. Smith then joined Merrill Lynch, where they held the positions of Vice President, Institutional Research from 1976 to 1978, Managing Director from 1984 to 1988, and again from 1988 to 1991. After that, they worked as a Senior Vice President at Smith Affiliated Capital from 1991 to 1996. Since 1996, Smith has been the President & Chief Investment Officer at Sage Advisory, where they are responsible for coordinating and managing the firm's portfolio management team and leading sustainable investment management activities.

Robert G. Smith III obtained their Bachelor of Arts (B.A.) degree in History from John Jay College (CUNY) between 1971 and 1974. Later, they pursued a Master of Business Administration (M.B.A.) in Finance and Financial Management Services from NYU Stern School of Business from 1976 to 1978.

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Timeline

  • President & Chief Investment Officer

    November, 1996 - present