William Sterling, Founder, Managing Director and Senior Portfolio Manager
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Bill has guided Trilogy since he founded the firm in
1999. Long standing global asset management relationships followed him to Trilogy and have been managed by
Bill since 1996. Under his direction and portfolio management discipline, Trilogy has
performed for its clients for both international and global mandates. Bill launched
Trilogy after leaving Credit Suisse Asset Management, where he was an Executive Director
and Global Head of Equities. Bill was a Managing Director and Head of International
Equities at BEA Associates before the firm was acquired by CSAM. Previously, Bill was
Head of Economic Research in Tokyo and later Chief International Economist at Merrill Lynch.
He has a Ph.D. in Economics from Harvard University and studied at the University of Tokyo
in the early 1980s as a Fulbright scholar. He is fluent in Japanese.
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Robert Beckwitt, Managing Director and Senior Portfolio Manager
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Bob joined Trilogy from Goldman Sachs Asset
Management, where he was a Managing Director and served as a Portfolio Manager and
Co-Head of International Equities and Emerging Markets. Previously, Bob was a Portfolio
Manager at Fidelity Investments where he managed a series of Fidelity mutual funds,
including the highly successful Fidelity Asset Manager Funds, which grew to approximately
$18 billion during his tenure. He has a B.A in Economics from Princeton and a M.S. in
Finance from Sloan School at Massachusetts Institute of Technology.
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Gregory J. Gigliotti, Managing Director and Senior Portfolio Manager
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Greg joined Trilogy after having been a Vice
President and Senior Portfolio Manager at Goldman Sachs Asset Management, where he co-managed a
$7 billion series of mutual funds and institutional accounts. Greg also worked at Franklin
Mutual Advisors (formerly the Mutual Series Funds) as a Vice President and Senior Analyst
and was member of the investment team led by Michael Price. He has a B.A. in Economics and
International Relations from Connecticut College.
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Pablo Salas, Managing Director and Senior Portfolio Manager
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Pablo joined from STI Capital Management/Sun
Trust, Inc., where he was a Director and Senior Portfolio Manager in the International
Portfolio Management and Research area where he launched the Emerging Markets Portfolio.
Previously, Pablo was a Portfolio Manager in the International Equities area at Lazard
Freres Asset Management where he launched an Emerging Markets Portfolio. Pablo also held
positions at the Principal Financial Group/Invista Capital Management and NationsBank.
He earned a B.S. in Business Administration and majored in Marketing from Indiana
University and earned a M.B.A from the University of Wisconsin.
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Thomas A. Masi, Managing Director and Head of Research
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Tom joined Trilogy from Dominick and Dominick
Advisors, a privately held investment management firm, where he was a partner and President
of Asset Management. Previously, Tom was a Managing Director, Senior Portfolio Manager, and
senior member of the Asset Management's Investment Strategy Committee at SG Cowen Asset
Management and led a group that managed $1.5 billion in client assets. Tom also worked
at Kidder Peabody Asset Management as a Senior Vice President and Senior Portfolio Manager.
Tom has a B.A. in Economics from Rutgers University and a M.B.A. in Finance from the Rutgers
Graduate School of Management, and is a Chartered Financial Analyst.
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Ryan R. Burrow, Managing Director and Head of Sales and Marketing
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Ryan joined from STI Capital Management/Sun
Trust, Inc., where he was a Managing Director and Senior Vice President responsible for
institutional investment marketing and client service. Previously, Ryan was a Senior
Vice President and Manager at Irving Trust Co. / Bank of NY. Ryan also worked at C&S
National Bank as a Vice President. He earned a B.S. in Business Administration from
the University of Florida.
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Carol Holley, Managing Director and Chief Operating Officer
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Carol joined Trilogy from Pequot Capital
Management, where she was a Senior Vice President/Business Partner in the venture
capital group. Previously, Carol was a Managing Director/COO for the Global Equity
Business in the structured investment management group of Deutsche Bank (FKA Bankers
Trust Company). Before moving to the structured investment management group, Carol
was a Senior Vice President responsible for various operations related to the cash
management products. Prior to that, Carol worked at Irving Trust Company in the
securities clearance area. She earned a B.A. in Business Administration from
Rollins College and a M.B.A. from Columbia University.
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