Sagewood Asset Management LP
55 West 46th Street, 22nd Floor
New York, NY 10036
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Elena Tomasino is the Vice President of Operations and Client Service at Sagewood Asset Management LP. Prior to joining Sagewood, Elena spent seven years at Morgan Stanley Private Wealth Management in both branch management and as part of an advisory team serving ultra-high net worth families. Prior to joining Morgan Stanley, Elena worked at United Capital Financial Advisors, a boutique RIA in San Francisco. She spent the early part of her career at J.P. Morgan in equity derivatives sales and trading.
Elena holds a B.S. in Business Administration and Finance from Fordham University. She lives in New York City and is a certified Level I Sommelier.
Lindsey Ludwig is the Vice President of Business Development at Sagewood Asset Management LP. Prior to joining Sagewood, Lindsey spent three years on the trading floor at JP Morgan working on the Investment Grade Credit Sales Desk.
A CFA® charterholder, Lindsey graduated Magna Cum Laude from Cornell University in 2014 with a B.S. in Applied Economics & Management as well as a B.S. in Communications. At Cornell, Lindsey was captain of the Sailing team and was named an Academic and Athletic All American in the spring of 2013.
Lin is a CFA® charterholder. She holds an MS in Financial Engineering from the University of Michigan and a BS in Electrical and Computer Engineering from National Chiao Tung University in Taiwan.
David Travis is the Chief Operating, Financial & Compliance Officer of Sagewood Asset Management LP. Prior to joining Sagewood in 2016, David 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. David 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.
Bill Belleville is the Chairman 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. 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 Interna¬tional 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 is the Managing Partner & Chief Investment Officer 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. Defina lives in Manhattan with his wife and two daughters.