Sage Advisory
Industry: Capital market company
DescriptionHeadquarters: Austin, TX Founded: 1996
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Sage Advisory Employees
Employee
Years
Job
Industry
John Vishnesky John Vishnesky's Sage Advisory Experience August 2008 - June 2015
Job Owner at 360 Bridge Products
Industry Investment Management
Experience
360 Bridge Products February 2014 - Present
Sage Advisory August 2008 - June 2015
Skills
Marketing Communications, Graphic Design, File Archiving, Music Production, Marketing Strategy, Social Networking
Education
Texas State University-San Marcos 2003 — 2007
Mass Communications, Design and Visual Communications, General
360 Bridge Products February 2014 - Present
Sage Advisory August 2008 - June 2015
Skills
Marketing Communications, Graphic Design, File Archiving, Music Production, Marketing Strategy, Social Networking
Education
Texas State University-San Marcos 2003 — 2007
Mass Communications, Design and Visual Communications, General
Richard Dymke Richard Dymke's Sage Advisory Experience May 2014 - Present
Job Internal Wholesaler at Sage Advisory
Industry Financial Services
Experience
Sage Advisory May 2014 - Present
AQS Asset Management November 2013 - March 2014
Vida Capital April 2013 - November 2013
Driver Pipeline May 2009 - August 2010
Education
Texas State University-San Marcos 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Sage Advisory May 2014 - Present
AQS Asset Management November 2013 - March 2014
Vida Capital April 2013 - November 2013
Driver Pipeline May 2009 - August 2010
Education
Texas State University-San Marcos 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Bob Moser, CIMA®, CRPC® Bob Moser, CIMA®, CRPC®'s Sage Advisory Experience August 2015 - Present
Job Senior Vice President, Divisional Sales Director
Industry Investment Management
Experience
Sage Advisory August 2015 - Present
OppenheimerFunds January 2002 - June 2015
The Hartford 2000 - 2002
Welch Allyn 1995 - 2000
HOM Medical 1994 - 1995
Skills
Series 7, Series 63, Investments, Alternative Investments, Mutual Funds, Separately Managed..., Hedge Funds, Portfolio Management, Risk Management, Limited Partnerships, Financial Services, Business Analysis, Financial Analysis, Process Improvement, Leadership, Equities, Finance, Motivational Speaking, Defined Contribution, Defined Benefit, 401k, Private Equity, Real Estate, Wealth Management, Asset Allocation, Management, Investment Management, Sales, Securities, Financial Planning
Education
Arizona State University 1989 — 1994
Bachelor of Science, Marketing
Sage Advisory August 2015 - Present
OppenheimerFunds January 2002 - June 2015
The Hartford 2000 - 2002
Welch Allyn 1995 - 2000
HOM Medical 1994 - 1995
Skills
Series 7, Series 63, Investments, Alternative Investments, Mutual Funds, Separately Managed..., Hedge Funds, Portfolio Management, Risk Management, Limited Partnerships, Financial Services, Business Analysis, Financial Analysis, Process Improvement, Leadership, Equities, Finance, Motivational Speaking, Defined Contribution, Defined Benefit, 401k, Private Equity, Real Estate, Wealth Management, Asset Allocation, Management, Investment Management, Sales, Securities, Financial Planning
Education
Arizona State University 1989 — 1994
Bachelor of Science, Marketing
Robin Hensley Robin Hensley's Sage Advisory Experience April 2005 - January 2008
Job Legal Assisstant
Industry Legal Services
Experience
Duckett, Bouligny and Collins, L.L.P. January 2014 - Present
New ICM March 2008 - December 2013
New ICM February 2008 - November 2008
Sage Advisory April 2005 - January 2008
PetSmart January 2004 - March 2005
Skills
Marketing, Wovens, Fashion, Trend Analysis, Event Planning, Superior Computer Skills, Management, Merchandising, Multitasking Skills, Learning Quickly, Microsoft Excel, Thinking Outside The Box, Creative Problem Solving, Proactive self-starter, Close Attention to..., Organization, Photoshop, InDesign, Graphic Design, Customer Service, Adapting to New..., Passionate about work, Apparel, Social Media, Trend, Team Building, Styling, Retail, Determination, Self-driven, Efficent, Productivity, Fashion Illustration, PowerPoint, Fashion Design
Education
Texas A&M University 2000 — 2004
Agriculture Economics, Business
El Campo High School 1995 — 1999
High School Diploma, General
Duckett, Bouligny and Collins, L.L.P. January 2014 - Present
New ICM March 2008 - December 2013
New ICM February 2008 - November 2008
Sage Advisory April 2005 - January 2008
PetSmart January 2004 - March 2005
Skills
Marketing, Wovens, Fashion, Trend Analysis, Event Planning, Superior Computer Skills, Management, Merchandising, Multitasking Skills, Learning Quickly, Microsoft Excel, Thinking Outside The Box, Creative Problem Solving, Proactive self-starter, Close Attention to..., Organization, Photoshop, InDesign, Graphic Design, Customer Service, Adapting to New..., Passionate about work, Apparel, Social Media, Trend, Team Building, Styling, Retail, Determination, Self-driven, Efficent, Productivity, Fashion Illustration, PowerPoint, Fashion Design
Education
Texas A&M University 2000 — 2004
Agriculture Economics, Business
El Campo High School 1995 — 1999
High School Diploma, General
- Tracy Stewart - Tracy Stewart's Sage Advisory Experience June 2015 - Present
Job Lifelong Learner
Industry Human Resources
Experience
Sage Advisory June 2015 - Present
Independent Contractor 2000 - Present
Education
University of South Florida 1988 — 1990
M.A., Religious Studies/Public Policy/Human Rights/Philosophy
Florida State University 1984 — 1988
B.S., Political Science, Communication, Music Performance, Music Business, Religious Studies, Women's Stud
Marianna High School 1980 — 1984
High School
Sage Advisory June 2015 - Present
Independent Contractor 2000 - Present
Education
University of South Florida 1988 — 1990
M.A., Religious Studies/Public Policy/Human Rights/Philosophy
Florida State University 1984 — 1988
B.S., Political Science, Communication, Music Performance, Music Business, Religious Studies, Women's Stud
Marianna High School 1980 — 1984
High School
Jonathan Jochum Jonathan Jochum's Sage Advisory Experience September 2015 - Present
Job Regional Consultant at Sage Advisory
Industry Financial Services
Experience
Sage Advisory September 2015 - Present
Wells Fargo Advisors 2013 - December 2014
Merrill Lynch 2012 - 2013
Wells Fargo August 2006 - August 2008
Skills
Investments, Strategic Financial..., Retirement Planning, Stockbroking, Finance, Economics
Education
Ave Maria University 2008 — 2012
Bachelor of Arts (B.A.)
Sage Advisory September 2015 - Present
Wells Fargo Advisors 2013 - December 2014
Merrill Lynch 2012 - 2013
Wells Fargo August 2006 - August 2008
Skills
Investments, Strategic Financial..., Retirement Planning, Stockbroking, Finance, Economics
Education
Ave Maria University 2008 — 2012
Bachelor of Arts (B.A.)
Sean Krasan Sean Krasan's Sage Advisory Experience January 1997 - Present
Job Vice President at Sage Advisory
Industry Investment Management
Experience
Sage Advisory January 1997 - Present
Education
SUNY Oswego 1984 — 1988
St. John's University
Sage Advisory January 1997 - Present
Education
SUNY Oswego 1984 — 1988
St. John's University
Stephanie Sharp Stephanie Sharp's Sage Advisory Experience September 2014 - Present
Job Vice President Consultant Relations at Sage Advisory
Industry Investment Management
Experience
Sage Advisory September 2014 - Present
Sage Advisory August 2013 - September 2014
Sage Advisory Services, Ltd. Co. April 2009 - July 2013
Choice Asset Management April 2008 - February 2009
Harte-Hanks Direct Marketing October 1996 - March 2000
International Biomedical, Inc. March 1995 - October 1996
University Directories May 1994 - March 1995
Skills
ETFs, Tactical Investment..., Investments, Fixed Income, Portfolio Management, Asset Allocation, High Net Worth..., Practice Management, Municipal Bonds, Defined Benefit, Series 7, Investment Strategies, Financial Advisory, Liability Driven..., Taxable Fixed Income, Cash Balance Plans, Foundations & Endowments, Investment Advisory, Cash Management, Messaging, Relationship Management
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
BSBA, International Business & Marketing
Lake Forest High School 1988 — 1990
Sage Advisory September 2014 - Present
Sage Advisory August 2013 - September 2014
Sage Advisory Services, Ltd. Co. April 2009 - July 2013
Choice Asset Management April 2008 - February 2009
Harte-Hanks Direct Marketing October 1996 - March 2000
International Biomedical, Inc. March 1995 - October 1996
University Directories May 1994 - March 1995
Skills
ETFs, Tactical Investment..., Investments, Fixed Income, Portfolio Management, Asset Allocation, High Net Worth..., Practice Management, Municipal Bonds, Defined Benefit, Series 7, Investment Strategies, Financial Advisory, Liability Driven..., Taxable Fixed Income, Cash Balance Plans, Foundations & Endowments, Investment Advisory, Cash Management, Messaging, Relationship Management
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
BSBA, International Business & Marketing
Lake Forest High School 1988 — 1990
Shane Morrow, CFP®, CIMA®, CAIA® Shane Morrow, CFP®, CIMA®, CAIA®'s Sage Advisory Experience November 2014 - Present
Job Vice President Consultant Relations at Sage Advisory
Industry Investment Management
Experience
Sage Advisory November 2014 - Present
New York Life Insurance Company April 2013 - October 2014
Independent Portfolio Consultants January 2011 - March 2013
Independent Portfolio Consultants June 2004 - January 2011
Skills
Investment Strategies, Wealth Management, Holistic Financial..., Investments, Asset Allocation, Mutual Funds, Series 7, Securities, Portfolio Management, Asset Managment, Equities, Strategic Financial..., Retirement Planning, Finance, Financial Advisory, Consulting, Hedge Funds, Investment Management, Alternative Investments, Bloomberg, Asset Management, Investment Advisory, Financial Modeling, Fixed Income, Series 63, Trading, High Net Worth..., Retirement, Equity Research, FINRA, Estate Planning, Financial Planning, Financial Services
Education
Amherst College 2000 — 2004
BA, Economics
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst, Investments and Securities
University College London, U. of London 2003 — 2003
Economics & History
St. Thomas Aquinas HS 1996 — 2000
Dipolma, General Studies
Sage Advisory November 2014 - Present
New York Life Insurance Company April 2013 - October 2014
Independent Portfolio Consultants January 2011 - March 2013
Independent Portfolio Consultants June 2004 - January 2011
Skills
Investment Strategies, Wealth Management, Holistic Financial..., Investments, Asset Allocation, Mutual Funds, Series 7, Securities, Portfolio Management, Asset Managment, Equities, Strategic Financial..., Retirement Planning, Finance, Financial Advisory, Consulting, Hedge Funds, Investment Management, Alternative Investments, Bloomberg, Asset Management, Investment Advisory, Financial Modeling, Fixed Income, Series 63, Trading, High Net Worth..., Retirement, Equity Research, FINRA, Estate Planning, Financial Planning, Financial Services
Education
Amherst College 2000 — 2004
BA, Economics
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst, Investments and Securities
University College London, U. of London 2003 — 2003
Economics & History
St. Thomas Aquinas HS 1996 — 2000
Dipolma, General Studies
Sarah Spitser's Sage Advisory Experience July 2012 - Present
Job Operations Associate at Sage Advisory
Industry Photography
Experience
Sage Advisory July 2012 - Present
Sage Advisory September 2011 - July 2012
University of Oklahoma May 2010 - May 2011
University of Oklahoma August 2008 - May 2010
Northwest Communications May 2009 - August 2009
BLAKEnergy April 2007 - August 2007
Skills
Leadership, PowerPoint, Facebook, Social Media, Event Planning, Microsoft Office, Photoshop, Social Networking, Customer Service
Education
University of Oklahoma 2007 — 2011
Bachelor of Fine Arts, Media; Photography
Sage Advisory July 2012 - Present
Sage Advisory September 2011 - July 2012
University of Oklahoma May 2010 - May 2011
University of Oklahoma August 2008 - May 2010
Northwest Communications May 2009 - August 2009
BLAKEnergy April 2007 - August 2007
Skills
Leadership, PowerPoint, Facebook, Social Media, Event Planning, Microsoft Office, Photoshop, Social Networking, Customer Service
Education
University of Oklahoma 2007 — 2011
Bachelor of Fine Arts, Media; Photography
Thomas J. Hoerner Thomas J. Hoerner's Sage Advisory Experience December 2014 - Present
Job
Industry Investment Management
Experience
Sage Advisory December 2014 - Present
Goldman Sachs Asset Management January 2011 - July 2014
LPL Financial June 2009 - December 2010
Banc of America Investments December 2007 - March 2009
Skills
Asset Management, Equities, Private Equity, Separately Managed..., Fixed Income, Fund Of Funds, FINRA, Mutual Funds, Financial Advisory, Series 7, Alternative Investments, Series 63, Structured Products, Hedge Funds, Series 65, RIAs, Series 3, Variable Annuities
Education
St. Mary's University 2006 — 2007
MBA, Business Administration and Management, General
St. Mary's University 2001 — 2004
BBA, Corporate Finance
James Bowie High School (Arlington, TX) 1995 — 1999
Sage Advisory December 2014 - Present
Goldman Sachs Asset Management January 2011 - July 2014
LPL Financial June 2009 - December 2010
Banc of America Investments December 2007 - March 2009
Skills
Asset Management, Equities, Private Equity, Separately Managed..., Fixed Income, Fund Of Funds, FINRA, Mutual Funds, Financial Advisory, Series 7, Alternative Investments, Series 63, Structured Products, Hedge Funds, Series 65, RIAs, Series 3, Variable Annuities
Education
St. Mary's University 2006 — 2007
MBA, Business Administration and Management, General
St. Mary's University 2001 — 2004
BBA, Corporate Finance
James Bowie High School (Arlington, TX) 1995 — 1999
Kevin Kenyon's Sage Advisory Experience May 2011 - August 2011
Job Software Engineer at IBM
Industry Computer Software
Experience
IBM December 2014 - Present
IBM December 2013 - August 2014
GR Gill LLC April 2012 - May 2013
University of Texas at Austin Ice Hockey September 2010 - September 2012
Sage Advisory May 2011 - August 2011
Skills
Fixed Income, Investments, Asset Managment, Customer Service, Distributed Systems, PowerPoint, Public Speaking, Python, Computer Science, Machine Learning, Scalability, Artificial Intelligence, Git, Algorithms, Object Oriented Design, Open Source, File Systems, REST, Software Design, Multithreading, Data Mining, Node.js, MapReduce, OOP, Compilers, Shell Scripting, Scheme, LaTeX, Web Applications, Software Engineering, iOS development, iOS Development, Java, JavaScript, C++, SQL
Education
The University of Texas at Austin 2009 — 2013
BS, Computer Science
IBM December 2014 - Present
IBM December 2013 - August 2014
GR Gill LLC April 2012 - May 2013
University of Texas at Austin Ice Hockey September 2010 - September 2012
Sage Advisory May 2011 - August 2011
Skills
Fixed Income, Investments, Asset Managment, Customer Service, Distributed Systems, PowerPoint, Public Speaking, Python, Computer Science, Machine Learning, Scalability, Artificial Intelligence, Git, Algorithms, Object Oriented Design, Open Source, File Systems, REST, Software Design, Multithreading, Data Mining, Node.js, MapReduce, OOP, Compilers, Shell Scripting, Scheme, LaTeX, Web Applications, Software Engineering, iOS development, iOS Development, Java, JavaScript, C++, SQL
Education
The University of Texas at Austin 2009 — 2013
BS, Computer Science
Marcy Rodriguez's Sage Advisory Experience August 2010 - August 2010
Job Teacher
Industry Primary/Secondary Education
Experience
Round Rock ISD August 2011 - Present
Texas Teaching Fellows - Austin March 2011 - June 2012
University of Texas at Austin, Department of Spanish and Portuguese August 2009 - May 2011
Sage Advisory August 2010 - August 2010
The University of Texas at Austin September 2005 - August 2009
Skills
Spanish, Teaching, Tutoring, ESL, Literature, University Teaching, College Teaching, Intercultural...
Education
The University of Texas at Austin 2009 — 2011
M.A., Hispanic Literature
The University of Texas at Austin 2005 — 2009
B.A., Spanish, Mexican American Studies
Round Rock ISD August 2011 - Present
Texas Teaching Fellows - Austin March 2011 - June 2012
University of Texas at Austin, Department of Spanish and Portuguese August 2009 - May 2011
Sage Advisory August 2010 - August 2010
The University of Texas at Austin September 2005 - August 2009
Skills
Spanish, Teaching, Tutoring, ESL, Literature, University Teaching, College Teaching, Intercultural...
Education
The University of Texas at Austin 2009 — 2011
M.A., Hispanic Literature
The University of Texas at Austin 2005 — 2009
B.A., Spanish, Mexican American Studies
Brendan Naughton, CIMC® Brendan Naughton, CIMC®'s Sage Advisory Experience May 2001 - October 2007
Job Principal at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management May 2009 - Present
The Haverford Trust Company October 2007 - May 2009
Sage Advisory May 2001 - October 2007
Lockwood Financial December 1996 - April 2001
Dean Witter Reynolds January 1996 - December 1996
BHC Securities March 1994 - January 1996
Skills
Financial Modeling, Finance, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Financial Services, Valuation, Pensions, Mutual Funds, Asset Allocation, Asset Management, Business Development, Wealth Management, Series 7, Hedge Funds, Investment Advisory, Strategy, Fixed Income, Financial Analysis, Institutional..., Institutional, Strategic Financial..., Financial Advisory, Securities, Banking
Education
Saint Joseph's University 2003 — 2006
MBA, Finance
Kutztown University of Pennsylvania 1989 — 1993
BSBA, Finance / International Business
Archbishop Carroll 1985 — 1989
High School
DuPont Capital Management May 2009 - Present
The Haverford Trust Company October 2007 - May 2009
Sage Advisory May 2001 - October 2007
Lockwood Financial December 1996 - April 2001
Dean Witter Reynolds January 1996 - December 1996
BHC Securities March 1994 - January 1996
Skills
Financial Modeling, Finance, Equities, Portfolio Management, Investments, Investment Management, Investment Strategies, Financial Services, Valuation, Pensions, Mutual Funds, Asset Allocation, Asset Management, Business Development, Wealth Management, Series 7, Hedge Funds, Investment Advisory, Strategy, Fixed Income, Financial Analysis, Institutional..., Institutional, Strategic Financial..., Financial Advisory, Securities, Banking
Education
Saint Joseph's University 2003 — 2006
MBA, Finance
Kutztown University of Pennsylvania 1989 — 1993
BSBA, Finance / International Business
Archbishop Carroll 1985 — 1989
High School
Myka Bradley Myka Bradley's Sage Advisory Experience January 2013 - May 2014
Job Associate Wealth Advisor at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management September 2014 - August 2015
Sage Advisory January 2013 - May 2014
Charles Schwab February 2012 - January 2013
Wells Fargo Bank April 2008 - October 2008
Education
Texas Tech University 2007 — 2011
Bachelor, Personal Financial Planning
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management September 2014 - August 2015
Sage Advisory January 2013 - May 2014
Charles Schwab February 2012 - January 2013
Wells Fargo Bank April 2008 - October 2008
Education
Texas Tech University 2007 — 2011
Bachelor, Personal Financial Planning
Christopher Hodgdon's Sage Advisory Experience July 2015 - Present
Job Regional Director at Sage Advisory
Industry Financial Services
Experience
Sage Advisory July 2015 - Present
Virtus Investment Partners December 2012 - April 2015
Morgan Stanley September 2008 - January 2012
Morgan Stanley May 2007 - August 2007
Education
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Economics
Ellington High School 2000 — 2004
Sage Advisory July 2015 - Present
Virtus Investment Partners December 2012 - April 2015
Morgan Stanley September 2008 - January 2012
Morgan Stanley May 2007 - August 2007
Education
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Economics
Ellington High School 2000 — 2004
Joe Logan Joe Logan's Sage Advisory Experience August 2010 - May 2011
Job Sr. Financial Account Executive at Willis
Industry Insurance
Experience
Willis 2015 - Present
CareCentrix August 2013 - February 2015
Milliman July 2012 - August 2013
Sage Advisory August 2010 - May 2011
Milliman June 2008 - August 2010
Sage Advisory May 2006 - May 2008
Skills
Excel, Word, PowerPoint, Bloomberg, BondEdge, Java, SAS, Valuation, Financial Analysis, Access, Statistics, Microsoft Excel, Management, Actuarial Science, Microsoft Word, Fixed Income, Analysis, Risk Management, Time Series Analysis, Financial Modeling, Portfolio Management, Economic Capital, Pensions, Insurance, Asset Allocation, Predictive Modeling, Data Analysis, Employee Benefits
Education
The University of Texas at Austin 2004 — 2008
B.S., Actuarial Science
Willis 2015 - Present
CareCentrix August 2013 - February 2015
Milliman July 2012 - August 2013
Sage Advisory August 2010 - May 2011
Milliman June 2008 - August 2010
Sage Advisory May 2006 - May 2008
Skills
Excel, Word, PowerPoint, Bloomberg, BondEdge, Java, SAS, Valuation, Financial Analysis, Access, Statistics, Microsoft Excel, Management, Actuarial Science, Microsoft Word, Fixed Income, Analysis, Risk Management, Time Series Analysis, Financial Modeling, Portfolio Management, Economic Capital, Pensions, Insurance, Asset Allocation, Predictive Modeling, Data Analysis, Employee Benefits
Education
The University of Texas at Austin 2004 — 2008
B.S., Actuarial Science
Cameron MacDonald's Sage Advisory Experience October 2006 - August 2008
Job Senior Financial Analyst, EVA Dimensions
Industry Financial Services
Experience
EVA Dimensions October 2014 - Present
The University of Texas at San Antonio August 2011 - May 2014
The University of Texas at San Antonio August 2011 - May 2014
Sage Advisory October 2006 - August 2008
Sage Advisory May 2004 - August 2008
Sage Advisory February 2003 - June 2004
Skills
Asset Allocation, Bloomberg, Investment Strategies, Equities, Financial Modeling, Financial Analysis, Economics, Alternative Investments, @Risk, Crystal Ball, Agile Project Management, Visual Basic, Capital Markets, Valuation, Competitive Analysis, Microsoft Excel, Project Management, Microsoft Office, Leadership, Management, Strategy
Education
The University of Texas at San Antonio 2011 — 2013
Master of Business Administration (MBA), Project Management
The University of Texas at San Antonio 2011 — 2013
Master's degree, Finance, 3.57
The University of Texas at Austin 1999 — 2004
Political Sci, Economics
Austin High
EVA Dimensions October 2014 - Present
The University of Texas at San Antonio August 2011 - May 2014
The University of Texas at San Antonio August 2011 - May 2014
Sage Advisory October 2006 - August 2008
Sage Advisory May 2004 - August 2008
Sage Advisory February 2003 - June 2004
Skills
Asset Allocation, Bloomberg, Investment Strategies, Equities, Financial Modeling, Financial Analysis, Economics, Alternative Investments, @Risk, Crystal Ball, Agile Project Management, Visual Basic, Capital Markets, Valuation, Competitive Analysis, Microsoft Excel, Project Management, Microsoft Office, Leadership, Management, Strategy
Education
The University of Texas at San Antonio 2011 — 2013
Master of Business Administration (MBA), Project Management
The University of Texas at San Antonio 2011 — 2013
Master's degree, Finance, 3.57
The University of Texas at Austin 1999 — 2004
Political Sci, Economics
Austin High
Thomas Urano's Sage Advisory Experience March 2003 - Present
Job Portfolio Manager at Sage Advisory
Industry Investment Management
Experience
Sage Advisory March 2003 - Present
Credit Suisse March 1997 - February 2003
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Asset Managment
Education
The University of Texas at Austin 1991 — 1995
Economics
Sage Advisory March 2003 - Present
Credit Suisse March 1997 - February 2003
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Asset Managment
Education
The University of Texas at Austin 1991 — 1995
Economics
Ron Zboril's Sage Advisory Experience January 2004 - Present
Job Trader/Asst. PM at Sage Advisory
Industry Financial Services
Experience
Sage Advisory January 2004 - Present
Education
Baylor University 1999 — 2003
Finance, Management, Entrepreneurship
Sage Advisory January 2004 - Present
Education
Baylor University 1999 — 2003
Finance, Management, Entrepreneurship
Doug Benning's Sage Advisory Experience March 2005 - Present
Job Research Analyst
Industry Investment Management
Experience
Sage Advisory March 2005 - Present
Austin Road Productions June 2004 - December 2011
Federal Home Loan Bank of Dallas June 1999 - December 2003
Education
Purdue University 1994 — 1998
Bachelor of Arts
Sage Advisory March 2005 - Present
Austin Road Productions June 2004 - December 2011
Federal Home Loan Bank of Dallas June 1999 - December 2003
Education
Purdue University 1994 — 1998
Bachelor of Arts
Nicholas Erickson, CFA's Sage Advisory Experience June 2013 - Present
Job Assistant Vice President, Portfolio Management
Industry Investment Management
Experience
Sage Advisory June 2013 - Present
Sage Advisory February 2008 - June 2013
GMAC October 2004 - August 2007
Education
Webster University 2006 — 2007
MBA, Business Administration
Grinnell College 1999 — 2004
BA, Economics
Dayton
Sage Advisory June 2013 - Present
Sage Advisory February 2008 - June 2013
GMAC October 2004 - August 2007
Education
Webster University 2006 — 2007
MBA, Business Administration
Grinnell College 1999 — 2004
BA, Economics
Dayton
Kimberly Sowers, CIMA's Sage Advisory Experience October 2014 - Present
Job Regional Director, South at Sage Advisory
Industry Investment Management
Experience
Sage Advisory October 2014 - Present
Independent Portfolio Consultants April 2005 - October 2014
Advest and Raymond James October 2001 - April 2005
Paine Webber November 1999 - July 2001
Skills
Asset Allocation, Investments, Wealth Management, Investment Strategies, Asset Management, Investment Management, Portfolio Management, Securities, Equities, Financial Advisory, Fixed Income, Equity Research, Series 7, Finance, Hedge Funds, Asset Managment, Consulting, Mutual Funds
Education
The Wharton School, University of Pennsylvania - CIMA Program 2007 — 2007
Certified Investment Management Analyst Designation, Investment Management Consultant Association
University of Florida 1994 — 1997
Bachelor of Science, Corporate Finance
Sage Advisory October 2014 - Present
Independent Portfolio Consultants April 2005 - October 2014
Advest and Raymond James October 2001 - April 2005
Paine Webber November 1999 - July 2001
Skills
Asset Allocation, Investments, Wealth Management, Investment Strategies, Asset Management, Investment Management, Portfolio Management, Securities, Equities, Financial Advisory, Fixed Income, Equity Research, Series 7, Finance, Hedge Funds, Asset Managment, Consulting, Mutual Funds
Education
The Wharton School, University of Pennsylvania - CIMA Program 2007 — 2007
Certified Investment Management Analyst Designation, Investment Management Consultant Association
University of Florida 1994 — 1997
Bachelor of Science, Corporate Finance
Robert G. Smith III's Sage Advisory Experience
Job President at Sage Advisory
Industry Investment Management
Experience
Sage Advisory
Skills
Asset Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Fixed Income, Wealth Management, Mutual Funds, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Financial Management Services
City University of New York-John Jay College of Criminal Justice 1971 — 1974
Bachelor of Arts (B.A.), History
Sage Advisory
Skills
Asset Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Fixed Income, Wealth Management, Mutual Funds, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Financial Management Services
City University of New York-John Jay College of Criminal Justice 1971 — 1974
Bachelor of Arts (B.A.), History
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial