Profile
Mr. William H.
DeRoche is a Chief Investment Officer & Head of AGFiQ Alternative Strategies at AGF Investments LLC.
He is also co-founder and Portfolio Manager of AGF Investments LLC, a Boston-based investor advisory firm founded in 2009 and subsidiary of AGF Management Limited.
He is a leader of AGF’s quantitative investment platform, known as AGFiQ.
AGFiQ’s team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns.
He has long-tenured expertise employing quantitative factor-based strategies and alternative approaches to achieve a spectrum of investment objectives.
Previously, he was a Vice-President at State Street Global Advisors serving as head of the firm’s U.S.
Enhanced Equities team.
His focus was on managing long-only and 130/30 U.S.
strategies, as well as providing research on SSgA’s stock-ranking models and portfolio construction techniques.
Prior to joining SSgA in 2003, he was a Quantitative Analyst and Portfolio Manager at Putnam Investments.
He has been working in the investment management field since 1995.
Prior to 1995, he was a Naval Aviator flying the Grumman A-6 Intruder as a member of Attack Squadron Eighty-Five aboard the USS America (CV-66).
He holds a Bachelor’s degree in Electrical Engineering from the United States Naval Academy and an MBA from the Amos Tuck School of Business Administration at Dartmouth College.
He is a CFA charter holder and holds FINRA licenses 7, 63 and 24.
Bill DeRoche active positions
| Companies | Position | Start |
|---|---|---|
AGF Investments LLC
 AGF Investments LLC Investment ManagersFinance AGF Investments LLC (AGFUS), doing business as AGFIQ Asset Management, is a registered investment advisor headquartered in Boston, Massachusetts and was founded in 2009. The firm is a subsidiary of AGF Quantitative Advisors, Inc., which is ultimately held by AGF Management Ltd. (TSE: AGF.B). AGFUS provides investment advisory services to the AGFIQ family of ETFs on a discretionary basis and provides investment advisory services on a discretionary or non-discretionary basis to individuals, trusts, foundations, corporations, pension and/or profit-sharing programs and investment companies. | Founder | 2009-09-30 |
Former positions of Bill DeRoche
| Companies | Position | End |
|---|---|---|
ICC Capital Management, Inc.
 ICC Capital Management, Inc. Investment ManagersFinance ICC Capital Management, Inc. is a registered investment advisor headquartered in Orlando, Florida. The firm was formed in 1995 when the owners separated from their prior organization, The Investment Counsel Co. ICC Capital is now a subsidiary of Highland Capital Management which acquired the firm in 2015. Their ultimate parent is Argent Financial Group. ICC Capital provides investment advisory services on a discretionary and non-discretionary basis for individuals, trust, foundations, corporations, pensions and/or profit sharing programs. | Analyst-Equity | 2015-03-31 |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Head-Equity Investments | 2010-02-28 |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Corporate Officer/Principal | 2010-02-28 |
Highland Capital Management LLC
 Highland Capital Management LLC Investment ManagersFinance Founded in 1987 by Steven Wishnia and Paul Berz, Highland Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm was formerly known as formerly Highland Capital Management Corp. and as First Tennessee Investment Management, Inc. Until 2011, they were a subsidiary of First Horizon National Corp. (NYSE: FHN), the holding company for First Tennessee Bank NA. First Horizon sold Highland Capital Management to Steve Wishnia in 2011. In 2013, the firm was acquired by Argent Financial Group Inc. Highland Capital Management firm specializes in managing domestic equity and fixed-income portfolios for individuals, pension plans, profit sharing plans and endowments. | Portfolio Manager-Equities | - |
Training of Bill DeRoche
| United States Naval Academy | Undergraduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
AGF Investments LLC
AGF Investments LLC Investment ManagersFinance AGF Investments LLC (AGFUS), doing business as AGFIQ Asset Management, is a registered investment advisor headquartered in Boston, Massachusetts and was founded in 2009. The firm is a subsidiary of AGF Quantitative Advisors, Inc., which is ultimately held by AGF Management Ltd. (TSE: AGF.B). AGFUS provides investment advisory services to the AGFIQ family of ETFs on a discretionary basis and provides investment advisory services on a discretionary or non-discretionary basis to individuals, trusts, foundations, corporations, pension and/or profit-sharing programs and investment companies. | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
ICC Capital Management, Inc.
ICC Capital Management, Inc. Investment ManagersFinance ICC Capital Management, Inc. is a registered investment advisor headquartered in Orlando, Florida. The firm was formed in 1995 when the owners separated from their prior organization, The Investment Counsel Co. ICC Capital is now a subsidiary of Highland Capital Management which acquired the firm in 2015. Their ultimate parent is Argent Financial Group. ICC Capital provides investment advisory services on a discretionary and non-discretionary basis for individuals, trust, foundations, corporations, pensions and/or profit sharing programs. | Finance |
Highland Capital Management LLC
Highland Capital Management LLC Investment ManagersFinance Founded in 1987 by Steven Wishnia and Paul Berz, Highland Capital Management LLC is a registered investment advisor located in Memphis, Tennessee. The firm was formerly known as formerly Highland Capital Management Corp. and as First Tennessee Investment Management, Inc. Until 2011, they were a subsidiary of First Horizon National Corp. (NYSE: FHN), the holding company for First Tennessee Bank NA. First Horizon sold Highland Capital Management to Steve Wishnia in 2011. In 2013, the firm was acquired by Argent Financial Group Inc. Highland Capital Management firm specializes in managing domestic equity and fixed-income portfolios for individuals, pension plans, profit sharing plans and endowments. | Finance |
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