Chief Investment Officer (CIO)
William R. Caldwell
Oversees the firm's investment strategy and decision framework across asset classes.
William R. Caldwell is Chief Investment Officer of RVS Capital Management Inc. He oversees the investment management platform, long-term investment strategy and decision framework across global equities, fixed income, multi-asset and systematic strategies.
He chairs the Investment Committee, sets the long-term investment philosophy, strategic asset allocation framework and investment policies, and coordinates capital markets research and resources across investment teams.
Before joining RVS Capital, he held senior investment management roles in U.S. institutional asset management and consulting, covering multi-asset investing, fund research, portfolio construction and risk management. He began his career in institutional investment consulting and securities analysis, serving institutional investors and insurers.
He has more than 25 years of experience in institutional asset management, strategic allocation, fund research and portfolio management. He holds a B.S. in economics with a finance concentration from the Wharton School at the University of Pennsylvania and an MBA in finance and investment management from Columbia Business School.
