William H. Roach, Jr.

President at Synovus Trust Co. NA (Investment Management)

William H. Roach, Jr.

William H. Roach, Jr.

President at Synovus Trust Co. NA (Investment Management)

Overview
Career Highlights

Synovus Trust Co. NA (Investment Management)
Globalt, Inc.

RelSci Relationships

2474

Number of Boards

4

Contact Data
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Relationships
RelSci Relationships are individuals William H. Roach, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer at Synovus Trust Co. NA (Investment Management)

Relationship likelihood: Strong

Former Chief Investment Strategist at Synovus Trust Co. NA (Investment Management)

Relationship likelihood: Strong

Senior Portfolio Manager at Synovus Trust Co. NA (Investment Management)

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at Synovus Trust Co. NA (Investment Management)

Relationship likelihood: Strong

Vice President & Portfolio Manager at Synovus Trust Co. NA (Investment Management)

Relationship likelihood: Strong

President at Synovus Securities, Inc. (Investment Management)

Relationship likelihood: Strong

Former Senior Portfolio Manager at Synovus Trust Co. NA (Investment Management)

Relationship likelihood: Strong

Chief Investment Officer at Berman Capital Advisors LLC

Relationship likelihood: Strong

Vice President & Senior Portfolio Manager at Synovus Trust Co. NA (Investment Management)

Relationship likelihood: Strong

Senior Portfolio Manager at Synovus Trust Co. NA (Investment Management)

Relationship likelihood: Strong

In The News
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October 20, 2015
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William H. Roach, Jr.
President at Synovus Trust Co. NA (Investment Management)
Education

Purdue University, located in West Lafayette, Indiana, is the flagship university of the six-campus Purdue University system. Purdue was founded on May 6, 1869, as a land-grant university when the Indiana General Assembly, taking advantage of the Morrill Act, accepted a donation of land and money from Lafayette businessman John Purdue to establish a college of science, technology, and agriculture in his name. The first classes were held on September 16, 1874, with six instructors and 39 students. The university was founded with the gift of $150,000 from John Purdue, a Lafayette business leader and philanthropist, along with $50,000 from Tippecanoe County, and 150 acres (0.6 km²) of land from Lafayette residents in support of the project. In 1869, it was decided that the new school would be built near the city of Lafayette and established as Purdue University, in the name of the institution’s principal benefactor. The West Lafayette campus offers more than 200 majors for undergraduates, over 70 master’s and doctoral programs, and professional degrees in pharmacy and veterinary medicine. In addition, Purdue has 18 intercollegiate sports teams and more than 850 student organizations. Today, Purdue is a member of the Big Ten Conference. Purdue enrolls the second largest student body of any university in Indiana as well as the fourth largest international student population of any university in the United States.

Columbia University is one of the world's most important centers of research and at the same time a distinctive and distinguished learning environment for undergraduates and graduate students in many scholarly and professional fields. The University recognizes the importance of its location in New York City and seeks to link its research and teaching to the vast resources of a great metropolis. It seeks to attract a diverse and international faculty and student body, to support research and teaching on global issues, and to create academic relationships with many countries and regions. It expects all areas of the university to advance knowledge and learning at the highest level and to convey the products of its efforts to the world.

MBA in Finance/Marketing

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Career History
President
1991 - Current

STC offers three investment advisory strategies: Equity, Fixed Income and the innovatETF Strategies that span multiple investment styles and are designed to serve multiple investor objectives with varying degrees of active management. Within each of these three major investment strategies, STC offers various strategy sub-categories to focus on different investment objectives, benchmarks and risk attributes. Strategies are managed by one or more portfolio managers supported by research analysts, who collectively make up the Investment Policy Committee. The Equity strategies utilize a three-step approach by incorporating quantitative, technical and fundamental analysis to identify the most appropriate securities for each investment strategy. The Fixed Income strategies utilize a four-step approach to identify the securities most appropriate for each portfolio: identifying secular trends, evaluating cyclical patterns, security selection and sector allocation, and ongoing monitoring. The innovatETF Strategies utilize a proprietary asset allocation approach.

President & Chief Executive Officer
1991 - 2013

Globalt employs a quantitative, diversified growth investment approach that is combined with a structured fundamental overlay that seeks to deliver competitive returns while assuming a benchmark level of risk. The firm invests in market-leading companies that compete on a global basis and derive a significant amount of their revenues from outside the US. Globalt's strategies include: Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation.The firm's investment process utilizes a consistent weighting scheme that considers a company's market-cap, portfolio representation within economic/industry sectors and overall risk control parameters versus the appropriate benchmark. They employ a proprietary database of over 1,000 US companies to determine the geographic source of the companies' international revenues. Globalt places emphasis on sector weights through which economic, capitalization, growth and p/e sector variances are controlled. In addition, the firm monitors the portfolio's valuation, beta (volatility) and interest rate and global GDP sensitivity. Security selection is the main driver of excess returns although additional alpha is achieved through style, capitalization and economic sector tilts that are implemented through quantitative, fundamental and technical inputs.Globalt's Large-Cap Opportunistic Growth strategy seeks to deliver consistently competitive returns versus the S&P 500 Index through investments in globally competitive US growth companies. The firm constructs diversified portfolios using quantitative, qualitative and technical analysis within a risk-controlled framework to add value versus the benchmark.The firm's Large-Cap Core Growth strategy was derived from their Large-Cap Opportunistic Growth strategy to meet the needs of private investors and smaller institutions. The strategy seeks to deliver consistently superior long-term investment results versus the S&P 500 Index. Globalt employs active portfolio management techniques on a year round basis to minimize the impact of taxes.Globalt's Mid-Cap Growth strategy seeks to deliver consistently competitive returns versus the Russell Midcap Index and the Russell Midcap Growth Index through investments in globally competitive US growth companies.The firm's Large-Cap Core strategy seeks to produce competitive returns versus the S&P 500 Index through investments in a blend of growth and value stocks. Globalt constructs diversified portfolios utilizing quantitative, fundamental and technical analysis within a risk controlled framework to add value versus the benchmark.Globalt's Equity Income strategy is suitable for investors seeking a higher level of income. The strategy seeks to deliver competitive returns versus the Dow Jones Select Dividend Index by focusing on investments in stocks with high dividend yields, above average dividend growth and reasonable payout ratios. Globalt employs a multi-disciplined approach within a risk controlled framework to add value versus the benchmark.Though not limited by sector, the firm tends to invest in the stocks of companies in the electronic technology, health technology and technology services sectors. They invest primarily in the stocks of large-cap companies. Globalt maintains a medium turnover rate.

Vice President
Prior

WAM invests in the fixed-income and alternative investments markets around the world. The firm seeks to add value to client portfolios while adhering to a disciplined risk control process. They seek to exceed benchmark returns while approximating benchmark risk or, for total return portfolios, within appropriate risk tolerances. WAM’s investment philosophy combines traditional analysis with innovative technology applied to all sectors of the market. They believe inefficiencies exist in the fixed-income markets and attempt to add incremental value by exploiting these inefficiencies across all eligible market sectors.

Boards & Committees
Chairman, Board of Directors
2011 - Prior

American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX.

Director
Prior

Girls Inc. inspires all girls to be strong, smart, and boldSM through life-changing programs and experiences that help girls navigate gender, economic, and social barriers. Research-based curricula, delivered by trained, mentoring professionals in a positive all-girl environment equip girls to achieve academically; lead healthy and physically active lives; manage money; navigate media messages; and discover an interest in science, technology, engineering, and math. The network of local Girls Inc. nonprofit organizations serves 136,000 girls ages 6 - 18 annually across the United States and Canada.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
N/A
2009

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

$2,500 - $4,999
2007

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

$50 - $99
2006

The Columbus State University Foundation supports educational excellence and the expansion of educational opportunities at Columbus State University. The Foundation attracts, receives, invests, manages, and expends gifts and other resources designated for the advancement of the University. The Trustees of this Foundation will be effective advocates for and supporters of the mission of CSU.

Political Donations
$1,000
2008

Chief Executive Officer at James River Group, Inc.

$1,000
2002

Former Governor at Georgia Office of Governor, Roy Barnes

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