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Bob Peck

Bob Peck

Principal at Sage Advisory Services, Ltd.co.

Houston, TX , United States

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

OrganizationRoleDate RangeDetails
Sage AdvisoryPrincipalJan 2002 to Present
Scudder Kemper InvestmentsEVPJan 1996 to Jan 2000
Portfolio Management
Van Kampen InvestmentsEVPJan 1986 to Jan 1996
Portfolio Management
Merrill LynchVPJan 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

Asset Allocation
Portfolio Management
Fixed Income
Capital Markets
Bloomberg
Investment Management
Wealth Management
Mutual Funds
Investment Strategies
Equities
Series 7
Hedge Funds
Asset Management
Securities
Bonds
Investments
Private Equity
ETFs
Investment Advisory
Alternative Investments
Financial Modeling
Series 63
Financial Services

Others at Sage Advisory Services, Ltd.co. (12)

NameRoleLocation
Andrew Demand
Andrew Demand
Vice President Portfolio ManagementUnited States
Andrew Poreda
Andrew Poreda
VP, Senior Research AnalystAustin, TX , United States
C
Christina Criswell
Associate Portfolio ManagerUnited States
Doug Benning
Doug Benning
Vice President, Quantitative ResearchAustin, TX , United States
Emma Harper
Emma Harper
Vice President, Responsible Investing ResearchAustin, TX , United States
Jeffery Timlin
Jeffery Timlin
Managing PartnerAustin, TX , United States
M
Michael Walton
Managing PartnerAustin, TX , United States
Nicholas Erickson
Nicholas Erickson
Vice President, Portfolio ManagementAustin, TX , United States
R
Ron Zboril
Trader and Asst. PMAustin, TX , United States
X
Xochitl Maldonado
Research AnalystAustin, TX , United States
Showing 1-10 of 12 team members

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