Team

Sagewood’s principals have been leaders in the field of Active Volatility Management with decades of combined experience developing and managing volatility-based investment strategies.

Leadership Team

William J. Belleville Jr., CFA
Chief Executive Officer, Co-Founder

Bill Belleville is the Chief Executive Officer and Co-Founder of Sagewood Asset Management, LLC.  Prior to joining Sagewood he spent over 15 years in wealth management leading a team that ran investment portfolios for ultra-high-net-worth individuals and family office clients at Credit Suisse, Barclays, and Stifel.  During that time, he specialized in derivative products and worked closely with Defina Maluki on the rollout of the Volatility Yield Strategy.

He spent the early part of his career in options trading on the floor of the Chicago Mercantile Exchange with First Continental Trading Group and subsequently as a fixed-income derivatives specialist at Cantor Fitzgerald.

A CFA® charterholder, Bill holds a B.S. in Economics from Cornell University, an M.B.A. from the Wharton School, and an M.A. in Interna­tional Studies from the School of Arts and Sciences at the University of Pennsylvania. He sits on the Board of Trustees of The Albany Academy. Bill lives in Rye, New York, with his wife and their two sons.

Defina Maluki, CFA
Chief Investment Officer, Co-Founder

Defina Maluki is the Chief Investment Officer and Co-Founder of Sagewood Asset Management LLC. Prior to Sagewood, he was the Head of Volatility Strategies for the Wealth and Investment Management division of Barclays in the Americas. Previously, he was a Senior Portfolio Manager at Credit Suisse, where he led a team that developed and managed absolute return volatility strategies as well as options-based hedging strategies for institutional and high net worth clients. 

Defina began his career at Goldman Sachs, where he developed fixed income trading and hedging models for a quantitative-macro hedge fund.

A CFA® charterholder, Defina holds an MBA from the University of Chicago and a BS with high honors in Electrical Engineering from the Illinois Institute of Technology.  He lives in Manhattan with his wife and two daughters.

David Travis
Chief Operating Officer, Chief Financial Officer

David Travis is the Chief Operating and Financial Officer of Sagewood Asset Management LLC.  Prior to joining Sagewood in 2016, he spent over eight years as the Chief Operating and Financial Officer of Proxima Capital Management. Previously, David worked at GlobeOp Financial Services as a Manager in the fund accounting group.  Prior to his role at GlobeOp, David worked in the accounting department of SAC Capital. He began his career in the Auditing and Transaction Services Groups of PricewaterhouseCoopers.

David graduated from New York University where he received a Bachelor of Science degree from the Stern School of Business, majoring in Finance and Accounting.

William J. Belleville Jr., CFA
Chief Executive Officer, Co-Founder

Bill Belleville is the Chief Executive Officer and Co-Founder of Sagewood Asset Management, LLC.  Prior to joining Sagewood he spent over 15 years in wealth management leading a team that ran investment portfolios for ultra-high-net-worth individuals and family office clients at Credit Suisse, Barclays, and Stifel.  During that time, he specialized in derivative products and worked closely with Defina Maluki on the rollout of the Volatility Yield Strategy.

He spent the early part of his career in options trading on the floor of the Chicago Mercantile Exchange with First Continental Trading Group and subsequently as a fixed-income derivatives specialist at Cantor Fitzgerald.

A CFA® charterholder, Bill holds a B.S. in Economics from Cornell University, an M.B.A. from the Wharton School, and an M.A. in Interna­tional Studies from the School of Arts and Sciences at the University of Pennsylvania. He sits on the Board of Trustees of The Albany Academy. Bill lives in Rye, New York, with his wife and their two sons.

Defina Maluki, CFA
Chief Investment Officer, Co-Founder

Defina Maluki is the Chief Investment Officer and Co-Founder of Sagewood Asset Management LLC. Prior to Sagewood, he was the Head of Volatility Strategies for the Wealth and Investment Management division of Barclays in the Americas. Previously, he was a Senior Portfolio Manager at Credit Suisse, where he led a team that developed and managed absolute return volatility strategies as well as options-based hedging strategies for institutional and high net worth clients. 

Defina began his career at Goldman Sachs, where he developed fixed income trading and hedging models for a quantitative-macro hedge fund.

A CFA® charterholder, Defina holds an MBA from the University of Chicago and a BS with high honors in Electrical Engineering from the Illinois Institute of Technology.  He lives in Manhattan with his wife and two daughters.

David Travis
Chief Operating Officer, Chief Financial Officer

David Travis is the Chief Operating and Financial Officer of Sagewood Asset Management LLC.  Prior to joining Sagewood in 2016, he spent over eight years as the Chief Operating and Financial Officer of Proxima Capital Management. Previously, David worked at GlobeOp Financial Services as a Manager in the fund accounting group.  Prior to his role at GlobeOp, David worked in the accounting department of SAC Capital. He began his career in the Auditing and Transaction Services Groups of PricewaterhouseCoopers.

David graduated from New York University where he received a Bachelor of Science degree from the Stern School of Business, majoring in Finance and Accounting.