Team

Our team has demonstrated an enduring commitment to risk management and capital preservation.

We work collaboratively to educate our clients on our research, investment views and current market opportunities.

Leadership Team

William J. Belleville Jr., CFA
Chairman, Co-Founder

Bill Belleville is the Chairman and Co-Founder of Sagewood Asset Management LP.  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.
 
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. Bill lives in Rye, New York, with his wife and their two sons and enjoys golf and time on the water.

Defina Maluki, CFA
Chief Investment Officer, Managing Partner, Co-Founder

Defina Maluki is the Chief Investment Officer and Co-Founder of Sagewood Asset Management LP. 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 serves on the board of Amref Health Africa in the USA.

David Travis
Chief Operating Officer, Chief Financial Officer

David Travis is the Chief Operating and Financial Officer of Sagewood Asset Management LP.  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
Chairman, Co-Founder

Bill Belleville is the Chairman and Co-Founder of Sagewood Asset Management LP.  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.
 
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. Bill lives in Rye, New York, with his wife and their two sons and enjoys golf and time on the water.

Defina Maluki, CFA
Chief Investment Officer, Managing Partner, Co-Founder

Defina Maluki is the Chief Investment Officer and Co-Founder of Sagewood Asset Management LP. 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 serves on the board of Amref Health Africa in the USA.

David Travis
Chief Operating Officer, Chief Financial Officer

David Travis is the Chief Operating and Financial Officer of Sagewood Asset Management LP.  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.