Bill Sterling
Portfolio Manager-Equities at GW&K Investment Management LLC
Profile
Dr. William P.
Sterling is a Global Strategist at GW&K Investment Management LLC.
He joined GW&K from Trilogy Global Advisors, a firm which he founded in 1999.
Under his direction and portfolio management discipline, Trilogy managed global, international and emerging markets mandates.
Dr. Sterling was previously employed as a Chairman, CEO, CIO & Senior Portfolio Manager by Trilogy Global Advisors LP, a Managing Director & Head of International Equities by BEA Associates, a Chairman & Chief Investment Officer by BPI Global Asset Management LLP, an Executive Director & Global Head of Equities by CREDIT SUISSE ASSET MANAGEMENT, and a Chief International Economist by Merrill Lynch Investment Managers, Inc.
He has a BA in Economics from Carleton College where he also currently serves as a Trustee.
He also has a PhD in economics from Harvard University and studied at the University of Tokyo in the early 1980s as a Fulbright scholar.
Bill Sterling active positions
Companies | Position | Start |
---|---|---|
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Portfolio Manager-Equities | 2019-01-31 |
Former positions of Bill Sterling
Companies | Position | End |
---|---|---|
Trilogy Global Advisors LP
Trilogy Global Advisors LP Investment ManagersFinance Founded in 1999, Trilogy Global Advisors LP is a registered investment advisor located in New York City. Trilogy’s institutional partner, Affiliated Managers Group, Inc. (NYSE: AMG) holds a majority equity interest in Trilogy and is the parent corporation of Trilogy’s general partner, Trident NYC Acquisition LLC. Trilogy provides services to a variety of institutional clients, including employee benefit plans, public pension plans and university endowments. The firm also acts as advisor or sub-advisor to several mutual funds or other collective investment vehicles. Trilogy is the investment manager for the International Group Trust I, a common law group trust vehicle designed to permit employee pension or profit-sharing plans and qualifying governmental plans or units to commingle all or a portion of their assets for investment. They are also the investment manager for Trilogy Investment Funds PLC, an umbrella fund constituted in Ireland and authorized by the Central Bank of Ireland as a UCITS. Trilogy has also been hired as an advisor or sub-advisor for various collective vehicles sponsored by third parties. These vehicles may be registered or not, and may be offered in the US or in other jurisdictions. | Chief Executive Officer | 2019-01-31 |
BPI Global Asset Management LLP | Chairman | 2005-12-30 |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Corporate Officer/Principal | - |
BEA Associates | Corporate Officer/Principal | - |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Director of Research - Equity | - |
Training of Bill Sterling
Harvard University | Doctorate Degree |
Carleton College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
BPI Global Asset Management LLP | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Trilogy Global Advisors LP
Trilogy Global Advisors LP Investment ManagersFinance Founded in 1999, Trilogy Global Advisors LP is a registered investment advisor located in New York City. Trilogy’s institutional partner, Affiliated Managers Group, Inc. (NYSE: AMG) holds a majority equity interest in Trilogy and is the parent corporation of Trilogy’s general partner, Trident NYC Acquisition LLC. Trilogy provides services to a variety of institutional clients, including employee benefit plans, public pension plans and university endowments. The firm also acts as advisor or sub-advisor to several mutual funds or other collective investment vehicles. Trilogy is the investment manager for the International Group Trust I, a common law group trust vehicle designed to permit employee pension or profit-sharing plans and qualifying governmental plans or units to commingle all or a portion of their assets for investment. They are also the investment manager for Trilogy Investment Funds PLC, an umbrella fund constituted in Ireland and authorized by the Central Bank of Ireland as a UCITS. Trilogy has also been hired as an advisor or sub-advisor for various collective vehicles sponsored by third parties. These vehicles may be registered or not, and may be offered in the US or in other jurisdictions. | Finance |
BEA Associates | Finance |
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