Bill Charcalis
Head-Equity Investments at Smith, Graham & Co. Investment Advisors LP
Profile
Mr. William G.
Charcalis is a Managing Director & Head of Equity Investments at Smith, Graham & Co. Investment Advisors LP.
He is in the investment industry for over 35 years, he has extensive experience in developing and managing small and midcap value equity portfolios.
He was previously a Senior Portfolio Manager at Ark Asset Management Co., Inc. where he developed and managed the Small Cap Value and Midcap Value strategies.
Prior to his tenure at Ark, he was a Senior Analyst and Portfolio Manager for the IBM Retirement Funds.
He has a BS from the University of Southern California.
Bill Charcalis active positions
| Companies | Position | Start |
|---|---|---|
Smith, Graham & Co. Investment Advisors LP
 Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Head-Equity Investments | - |
Former positions of Bill Charcalis
| Companies | Position | End |
|---|---|---|
IBM Retirement Fund
 IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund is the defined benefit plan manager for IBM Corp.'s (NYSE: IBM) employees. It was formed in 1983 and headquartered in Armonk, New York. | Corporate Officer/Principal | 1993-12-30 |
Ark Asset Management Co., Inc.
 Ark Asset Management Co., Inc. Investment ManagersFinance Based in New York City, Ark Asset Management Co., Inc. offers investment management services to corporations, public retirement plans, jointly trusteed plans, insurance companies, endowments and foundations | Portfolio Manager-Equities | 2009-01-30 |
Training of Bill Charcalis
| University of Southern California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Ark Asset Management Co., Inc.
Ark Asset Management Co., Inc. Investment ManagersFinance Based in New York City, Ark Asset Management Co., Inc. offers investment management services to corporations, public retirement plans, jointly trusteed plans, insurance companies, endowments and foundations | Finance |
IBM Retirement Fund
IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund is the defined benefit plan manager for IBM Corp.'s (NYSE: IBM) employees. It was formed in 1983 and headquartered in Armonk, New York. | Finance |
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Finance |
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