Sheffield Global Investment Hires Investment Veteran William Montgomery as Deputy Head of Global Investment

Sheffield Global Investment announced today that veteran investment professional William Montgomery, has joined the firm in a new position as Deputy Head of Global Investment. End Quote

(1888PressRelease) September 18, 2014 - Dr. Montgomery will serve in a dual role, setting the strategic direction for multi-asset business, including product development and client solutions, as well as working with the Investment Solutions team to deliver investment strategies to meet client goals.

Dr. Montgomery will drive the expansion of outcome-oriented investment capabilities, working in partnership with Jeff Jackson, Global Head of Institutional Distribution and Business Solutions.

"We're delighted to have such an experienced and highly regarded investment professional join us to drive the growth of our investment solutions business," said Jeff Jackson. "Drawing on his significant experience in both traditional and alternative asset management, Bill's combination of investment depth and business leadership will help us grow our offering of multi-asset products and capabilities that deliver outcome-oriented solutions to our clients."

Sheffield Global Investment manages more than $150 billion in outcome-oriented investment strategies for individual and institutional clients.

With over 25 years of investment industry experience, Dr. Montgomery has held a number of senior positions at leading firms managing both traditional and alternative investments. He began his investment industry career in 1985 at Putnam Investments and during 18 years there held various senior positions including CIO of Global Asset Allocation, Global Head of Investment Research and Portfolio Manager for US Fixed Income Mutual Funds.

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