Greg serves as Vice President of Investment Strategy at Sage with a focus on portfolio strategies and solutions for the Insurance industry. Greg began his career in 1987 as a Fixed Income Portfolio Manager for Barnett Banks of Florida. Later, he served as Senior Portfolio Manager for the Institutional Asset Management arms of both SunTrust and Bank of America with a specialization in Insurance Company Portfolio Management. From there, he served as Managing Director and Chief Investment Officer for Sovereign Advisers and most recently as Director of Fixed Income and Lead Strategist for Boyd Watterson Asset Management. Greg earned a B.S. in Economics from the University of North Carolina at Chapel Hill.

David is the Director of Research at the Sustainability Accounting Standards Board.

Taylor is an analyst covering the Consumer Goods Sector at the Sustainability Accounting Standards Board.

Sonya is an analyst covering the Services and Transportation sectors at the Sustainability Accounting Standards Board.

Rob is a Principal and Managing Director of Research and a member of the Investment Committee. Rob began his investment career in 1997 at Merrill Lynch & Co. where he served as a Research Analyst. Later, he joined Mutual of New York as a Director of Asset Allocation Policy. He then took the position of Senior Fixed Income Strategist for UBS in New York. Rob received his B.A. in Management from the University of Colorado. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.

Anton leads research and standards development for the Financials sector at the Sustainability Accounting Standards Board (SASB). In this role, he researches regulatory developments and emerging trends in the sector, as well as maintains strong relationships with corporate issuers, investors, and other stakeholders that inform the content of SASB standards. Anton also contributes to standards development by spearheading various projects that involve quantitative data analysis. Anton joined SASB in 2013 after completing an internship as an equity analyst at Allianz Global Investors in San Francisco, where he conducted quantitative and fundamental research and valuation on selected financial services companies. Anton holds an MBA in Capital Markets from the University of Alaska, Fairbanks, and a bachelor’s degree in Real Estate Management from St. Petersburg State University of Engineering and Economics in Russia.

Nicolai joined the Sustainability Accounting Standards Board (SASB) in 2013. He leads the SASB product team and is responsible for product development and supporting the president and fellow business unit leaders to achieve SASB’s strategic goals. Nicolai holds a B.A. degree in philosophy and pre-medical studies from Emory University.

Ryan O’Malley serves as Fixed Income Portfolio Strategist at Sage. Ryan began his investment career in 2004 as a Senior Equity Analyst at Origin Capital Management. He then worked as an Equity Analyst at Tidal Creek Capital Management, LLC. Later he worked as a Corporate Credit Analyst at Payden & Rygel. He received his M.B.A. from the Anderson School of Management from the University of California Los Angeles and his B.A. degree in Economics from Columbia University in New York City. Ryan is a Chartered Financial Analyst (CFA) and member of the CFA Institute.

Andrew serves as a Vice President of Portfolio Management at Sage. Andrew began his career in 2006 at the International Bank of Commerce First Equity, where he worked in mortgage accounting. Andrew received both his M.B.A. and B.A. degrees from Texas State University in San Marcos, Texas. Andrew is a Chartered Financial Analyst (CFA) and member of the CFA Institute. Andrew is an active volunteer for The Foundation for Prader-Willi Research and a member of their Leadership Circle.