Profile

Mr. Sosey has been in the banking and financial analysis industry since 1985.
He holds a BS in Finance from the University of the Pacific and an MBA from the University of California, Berkeley.
He has extensive experience managing government and mortgage-backed securities.
Within mortgages, Mr. Sosey looks for securities with predictable prepayment characteristics-this process helps manage both interest rate and prepayment risk.
Developing a consistent, disciplined strategy to manage key bond characteristics, while at the same time balancing risk/reward parameters, is at the heart of the WM fixed-income approach.
He joined WM Advisors in 1998, and he has banking and financial analysis experience dating back to 1981.
Mr. Sosey holds a B.S.
in Finance from the University of the Pacific and an M.B.A.
from the University of California, Berkeley.

Former positions of Craig V. Sosey

CompaniesPositionEnd
Portfolio Manager-Fixed Income 2009-12-30
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