Profile
Mr. William C.
Stevens is Vice President & Portfolio Manager at Loomis, Sayles & Co. LP.
He joined Loomis Sayles in 2009.
Mr. Stevens worked at Wells Capital Management, where he was Senior Portfolio Manager and Co-Head of the Montgomery fixed income team.
He also served as Chief Fixed Income Officer.
Previously, he was President and Chief Investment Officer of Montgomery Asset Management with oversight responsibilities for all investment-related activities, and was Co-Head and Founder of the fixed income division.
Earlier, he launched the collateralized mortgage obligation and asset-backed securities trading department at Barclays de Zoete Wedd Securities and headed the structured product department at Drexel Burnham Lambert, where he oversaw trading, structuring and research.
Mr. Stevens received his BA in Economics from Wesleyan University and an MBA from the Harvard Business School.
Former positions of William Clark Stevens
| Companies | Position | End |
|---|---|---|
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Head-Fixed Income Invts | 2008-12-30 |
| Barclays de Zoete Wedd Securities, Inc. | Corporate Officer/Principal | - |
Montgomery Asset Management Corp.
 Montgomery Asset Management Corp. Investment ManagersFinance Montgomery Asset Management Corp. provides financial consulting services. The company is headquartered in Vancouver, Canada. | President | - |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Portfolio Manager-Fixed Income | - |
| Drexel Burnham Lambert, Inc. | Corporate Officer/Principal | - |
Training of William Clark Stevens
| Wesleyan University | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
| Drexel Burnham Lambert, Inc. | Process Industries |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Montgomery Asset Management Corp.
Montgomery Asset Management Corp. Investment ManagersFinance Montgomery Asset Management Corp. provides financial consulting services. The company is headquartered in Vancouver, Canada. | Finance |
| Barclays de Zoete Wedd Securities, Inc. | Finance |
- Stock Market
- Insiders
- William Clark Stevens
