You're signed outSign in or to get full access.
About
Bob Peck is Managing Partner at Sage Advisory Services, based in Texas, where he brings over 45 years of investment management experience. In his current leadership role, he contributes to the firm’s overall strategy, portfolio management process, and client solutions, with a specific focus on serving institutional and high net worth clients. His responsibilities include guiding asset allocation and risk management across a broad spectrum of mandates.
Peck’s sector expertise is rooted in fixed income and multi-asset strategies, with a history of managing institutional portfolios for pensions, insurance companies, and endowments. His prior executive roles include Chief Investment Officer at both Scudder Kemper and Van Kampen American Capital, where he oversaw large teams and directed investment in taxable and tax-exempt fixed income, as well as multi-asset portfolios. He began his career at Merrill Lynch, where he worked in asset management and capital markets.
A graduate of Syracuse University with a BS in Finance, Bob Peck also holds an MBA in Economics from New York University’s Stern School of Business. Over his distinguished career, he has been recognized for developing risk-managed strategies and for his leadership in growing institutional advisory businesses, making significant contributions to the advancement of fixed income and multi-asset investment solutions in the asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sage Advisory | Principal | Jan 2002 to Present | — |
| Scudder Kemper Investments | EVP | Jan 1996 to Jan 2000 | Portfolio Management |
| Van Kampen Investments | EVP | Jan 1986 to Jan 1996 | Portfolio Management |
| Merrill Lynch | VP | Jan 1970 to Jan 1986 | Portfolio Management (MLAM) & Securities Research (MLPF&S) |
Education
New York University - Leonard N. Stern School of Business
MBA
1973 — 1975
Syracuse University
BS, Finance
1965 — 1969
Skills & Expertise
Others at Sage Advisory Services, Ltd.co. (12)
| Name | Role | Location |
|---|---|---|
| Vice President Portfolio Management | United States | |
| VP, Senior Research Analyst | Austin, TX , United States | |
C Christina Criswell | Associate Portfolio Manager | United States |
| Vice President, Quantitative Research | Austin, TX , United States | |
| Vice President, Responsible Investing Research | Austin, TX , United States | |
| Managing Partner | Austin, TX , United States | |
M Michael Walton | Managing Partner | Austin, TX , United States |
| Vice President, Portfolio Management | Austin, TX , United States | |
R Ron Zboril | Trader and Asst. PM | Austin, TX , United States |
X Xochitl Maldonado | Research Analyst | Austin, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner and Portfolio Manager | Yacktman Asset Management LP | Austin, TX , United States | |
B Brandt Dusthimer | Investment Analyst | Yacktman Asset Management LP | Austin, TX , United States |
| Portfolio Manager | King Luther Capital Management Corp. | TX , United States | |
| Analyst | King Luther Capital Management Corp. | Fort Worth, TX , United States | |
| Deputy Chief Investment Officer, Portfolio Manager | Vaughan Nelson Investment Management, L.P. | Houston, TX , United States | |
| Associate | Vaughan Nelson Investment Management, L.P. | Houston, TX , United States |