Sage Financial Group
Industry: Company
DescriptionFounded: 1989 Subsidiary: Sage Financial Group Inc, Asset Management Arm
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Sage Financial Group Employees
Employee
Years
Job
Industry
Tara MacKay Tara MacKay's Sage Financial Group Experience 1998 - 1999
Job Associate Registrar at Mount Holyoke College
Industry Higher Education
Experience
Mount Holyoke College December 2013 - Present
Sessions College for Professional Design March 2007 - November 2013
Sessions College for Professional Design March 2005 - February 2007
Sessions College for Professional Design March 2003 - February 2005
Sessions College for Professional Design September 2001 - February 2003
iClips 2000 - 2001
American Museum of Natural History 1999 - 2000
Sage Financial Group 1998 - 1999
Skills
Survey Design, Institutional Research, Higher Education, Educational Consulting, Student Engagement, Instructional Design, Instructional Technology, Presentation Design, Visual Communication, Curriculum Development, Graphics, Adult Education, Distance Learning, E-Learning
Education
Drexel University 2009 — 2011
Master of Science (M.S.), Higher Education
The College of New Jersey 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Mount Holyoke College December 2013 - Present
Sessions College for Professional Design March 2007 - November 2013
Sessions College for Professional Design March 2005 - February 2007
Sessions College for Professional Design March 2003 - February 2005
Sessions College for Professional Design September 2001 - February 2003
iClips 2000 - 2001
American Museum of Natural History 1999 - 2000
Sage Financial Group 1998 - 1999
Skills
Survey Design, Institutional Research, Higher Education, Educational Consulting, Student Engagement, Instructional Design, Instructional Technology, Presentation Design, Visual Communication, Curriculum Development, Graphics, Adult Education, Distance Learning, E-Learning
Education
Drexel University 2009 — 2011
Master of Science (M.S.), Higher Education
The College of New Jersey 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Jeff Kirstein Jeff Kirstein's Sage Financial Group Experience 2003 - 2004
Job COO at Financial Recovery Technologies
Industry Financial Services
Experience
Financial Recovery Technologies July 2014 - Present
Financial Recovery Technologies 2009 - July 2014
Flagg Street Capital 2005 - 2008
Sage Financial Group 2003 - 2004
Heartland Securities 2000 - 2003
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Financial Markets, Strategy, Derivatives, Finance, Securities, Hedge Funds, Analysis, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics, Accounting and Finance
Longmeadow High School 1992 — 1996
Financial Recovery Technologies July 2014 - Present
Financial Recovery Technologies 2009 - July 2014
Flagg Street Capital 2005 - 2008
Sage Financial Group 2003 - 2004
Heartland Securities 2000 - 2003
Skills
Equities, Mutual Funds, Portfolio Management, Investments, Financial Markets, Strategy, Derivatives, Finance, Securities, Hedge Funds, Analysis, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics, Accounting and Finance
Longmeadow High School 1992 — 1996
David Tafuna David Tafuna's Sage Financial Group Experience December 2009 - January 2011
Job Associate, Mergers & Acquistions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Robert Toigo Foundation September 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Bank of America Merrill Lynch January 2011 - August 2012
Sage Financial Group December 2009 - January 2011
BYU Football Team September 2004 - December 2008
Non-Profit Organization July 2002 - July 2004
Skills
Strategic Planning, Investments, Microsoft Office, PowerPoint, Excel, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting
Brigham Young University 2004 — 2008
Business Management
Mesa High School 1998 — 2001
Bank of America Merrill Lynch July 2014 - Present
Robert Toigo Foundation September 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Bank of America Merrill Lynch January 2011 - August 2012
Sage Financial Group December 2009 - January 2011
BYU Football Team September 2004 - December 2008
Non-Profit Organization July 2002 - July 2004
Skills
Strategic Planning, Investments, Microsoft Office, PowerPoint, Excel, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting
Brigham Young University 2004 — 2008
Business Management
Mesa High School 1998 — 2001
Lisa A. Broome, CFP® Lisa A. Broome, CFP®'s Sage Financial Group Experience January 2007 - April 2009
Job Director of Investments at GoalQueste
Industry Investment Management
Experience
GoalQueste June 2014 - Present
Costello Asset Management February 2013 - May 2014
United Capital Financial Partners, Inc January 2010 - November 2012
Sage Financial Group January 2007 - April 2009
Penn Mutual Life Insurance April 2004 - January 2007
Lincoln Financial Advisors March 2002 - April 2004
Nye, Parnell & Emerson June 2000 - April 2002
Valley Forge Asset Management 1996 - 2000
Skills
Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Certified Financial..., iRebal, Trading, Financial Advisory, Finance, Securities, Financial Planning, Asset Management, Investment Strategies, Equities
Education
Drexel University - College of Business and Administration
MBA, Investment Management
Elizabethtown College
Bachelor of Science (B.S.), Business Administration and Management, Finance
GoalQueste June 2014 - Present
Costello Asset Management February 2013 - May 2014
United Capital Financial Partners, Inc January 2010 - November 2012
Sage Financial Group January 2007 - April 2009
Penn Mutual Life Insurance April 2004 - January 2007
Lincoln Financial Advisors March 2002 - April 2004
Nye, Parnell & Emerson June 2000 - April 2002
Valley Forge Asset Management 1996 - 2000
Skills
Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Certified Financial..., iRebal, Trading, Financial Advisory, Finance, Securities, Financial Planning, Asset Management, Investment Strategies, Equities
Education
Drexel University - College of Business and Administration
MBA, Investment Management
Elizabethtown College
Bachelor of Science (B.S.), Business Administration and Management, Finance
Ryan Correia, CPA Ryan Correia, CPA's Sage Financial Group Experience 2008 - 2010
Job President, Managing Member at Foresight Business Solutions LLC
Industry Accounting
Experience
Foresight Business Solutions LLC November 2009 - Present
Sage Financial Group 2008 - 2010
Mid Atlantic Mechanical 2007 - 2010
Ryan Correia, CPA September 2007 - November 2009
Foamex April 2007 - October 2007
NRG Energy 2005 - 2007
KPMG LLP 2002 - 2007
Skills
Accounting, Internal Controls, Financial Reporting, Financial Analysis, CPA, Tax, Management Accounting, Analysis, Management, Strategic Financial...
Education
Villanova University 1998 — 2001
Bachelor of Science in Accountancy, Accounting
Villanova University 1998 — 2001
Bachelor of Science in Business Administration, Management Information Systems
Delaware Valley University 1997 — 1998
Transfer, Accounting
Foresight Business Solutions LLC November 2009 - Present
Sage Financial Group 2008 - 2010
Mid Atlantic Mechanical 2007 - 2010
Ryan Correia, CPA September 2007 - November 2009
Foamex April 2007 - October 2007
NRG Energy 2005 - 2007
KPMG LLP 2002 - 2007
Skills
Accounting, Internal Controls, Financial Reporting, Financial Analysis, CPA, Tax, Management Accounting, Analysis, Management, Strategic Financial...
Education
Villanova University 1998 — 2001
Bachelor of Science in Accountancy, Accounting
Villanova University 1998 — 2001
Bachelor of Science in Business Administration, Management Information Systems
Delaware Valley University 1997 — 1998
Transfer, Accounting
Jared Frank's Sage Financial Group Experience May 2014 - September 2014
Job Helping Midsized Company HR Executives Drive Growth
Industry Management Consulting
Experience
CEB October 2014 - Present
Sage Financial Group May 2014 - September 2014
Merrill Lynch April 2013 - August 2013
The Omerta Group November 2012 - December 2012
Exelon May 2011 - September 2012
U.S. House of Representatives August 2011 - December 2011
Lamb McErlane PC June 2007 - August 2010
Education
American University 2010 — 2014
Bachelor of Science (BS), Business Administration (Specialization: Finance); Minor: Economics
American University London Business Internship Program 2012 — 2012
Westtown School 2004 — 2010
CEB October 2014 - Present
Sage Financial Group May 2014 - September 2014
Merrill Lynch April 2013 - August 2013
The Omerta Group November 2012 - December 2012
Exelon May 2011 - September 2012
U.S. House of Representatives August 2011 - December 2011
Lamb McErlane PC June 2007 - August 2010
Education
American University 2010 — 2014
Bachelor of Science (BS), Business Administration (Specialization: Finance); Minor: Economics
American University London Business Internship Program 2012 — 2012
Westtown School 2004 — 2010
Steven Sellers Steven Sellers's Sage Financial Group Experience 2000 - 2001
Job Sr. Client Executive at Verizon Enterprise Solutions
Industry Information Technology and Services
Experience
Verizon Enterprise Solutions May 2003 - Present
Equant 2001 - 2003
Sage Financial Group 2000 - 2001
MCI February 1991 - March 2000
Skills
Data Center, Telephony, Solution Selling, Telecommunications, IP, Professional Services, Avaya, Co-location, Wireless, Channel, SIP Trunking, Unified Communications, Hosted Services, Direct Sales, Contract Negotiation, Business Acumen, Sales Acumen
Education
Texas A&M University-Commerce 1985 — 1989
Business Administration, Marketing
Verizon Enterprise Solutions May 2003 - Present
Equant 2001 - 2003
Sage Financial Group 2000 - 2001
MCI February 1991 - March 2000
Skills
Data Center, Telephony, Solution Selling, Telecommunications, IP, Professional Services, Avaya, Co-location, Wireless, Channel, SIP Trunking, Unified Communications, Hosted Services, Direct Sales, Contract Negotiation, Business Acumen, Sales Acumen
Education
Texas A&M University-Commerce 1985 — 1989
Business Administration, Marketing
Tim McCallum Tim McCallum's Sage Financial Group Experience 2007 - 2008
Job Vice President Credit Portfolio Management
Industry Banking
Experience
Fannie Mae November 2013 - Present
Fannie Mae June 2010 - November 2013
Fiberlink 2008 - June 2010
Wilmington Finance 2007 - 2008
Sage Financial Group 2007 - 2008
Mortgage Lender's Network 2004 - 2007
Wells Fargo Financial 2003 - 2004
Skills
Strategic Planning, Sales Management, Operations Management, Product Development, Product Management, Credit Risk, Process Improvement, Process Development, REO, Pricing Strategy, Due Diligence, Business Growth, Data Modeling, Data Analysis, Financial Forecasting, Process Simulation, Business Development, Forecasting, Strategy, Risk Management, Sales, Leadership, Analysis
Education
Penn State University
Bachelor of Science (B.S.), Finance
Fannie Mae November 2013 - Present
Fannie Mae June 2010 - November 2013
Fiberlink 2008 - June 2010
Wilmington Finance 2007 - 2008
Sage Financial Group 2007 - 2008
Mortgage Lender's Network 2004 - 2007
Wells Fargo Financial 2003 - 2004
Skills
Strategic Planning, Sales Management, Operations Management, Product Development, Product Management, Credit Risk, Process Improvement, Process Development, REO, Pricing Strategy, Due Diligence, Business Growth, Data Modeling, Data Analysis, Financial Forecasting, Process Simulation, Business Development, Forecasting, Strategy, Risk Management, Sales, Leadership, Analysis
Education
Penn State University
Bachelor of Science (B.S.), Finance
Melissa Mosher DiPierro, AIF® Melissa Mosher DiPierro, AIF®'s Sage Financial Group Experience August 2004 - April 2005
Job
Industry Financial Services
Experience
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
Alice Fadiora Alice Fadiora's Sage Financial Group Experience June 2009 - August 2009
Job Paraplanner at TriBridge Partners
Industry Investment Management
Experience
TriBridge Partners, LLC August 2013 - Present
Brown Advisory August 2010 - April 2011
Haverford College May 2007 - May 2010
Haverford College September 2006 - May 2010
Sage Financial Group June 2009 - August 2009
Standish Mellon Asset Management March 2009 - March 2009
Falcon Investments January 2009 - January 2009
Harvard Business School Summer Venture in Management Program (SVMP) Alumni Association 2009 - 2009
Sustainable Investments Seminar at Haverford College November 2008 - December 2008
Wall Street Prep October 2008 - October 2008
Skills
Investments, Leadership, Due Diligence, Entrepreneurship, Equities, Equity Research, Investment Strategies, Analysis
Education
Princeton Theological Seminary 2014 — 2017
Master's Degree, Masters of Divinity
Haverford College 2006 — 2010
Bachelor of Arts, Economics
TriBridge Partners, LLC August 2013 - Present
Brown Advisory August 2010 - April 2011
Haverford College May 2007 - May 2010
Haverford College September 2006 - May 2010
Sage Financial Group June 2009 - August 2009
Standish Mellon Asset Management March 2009 - March 2009
Falcon Investments January 2009 - January 2009
Harvard Business School Summer Venture in Management Program (SVMP) Alumni Association 2009 - 2009
Sustainable Investments Seminar at Haverford College November 2008 - December 2008
Wall Street Prep October 2008 - October 2008
Skills
Investments, Leadership, Due Diligence, Entrepreneurship, Equities, Equity Research, Investment Strategies, Analysis
Education
Princeton Theological Seminary 2014 — 2017
Master's Degree, Masters of Divinity
Haverford College 2006 — 2010
Bachelor of Arts, Economics
Lucy Steitz, CFP (R) Lucy Steitz, CFP (R)'s Sage Financial Group Experience August 2013 - Present
Job Senior Wealth Manager at Sage Financial Group
Industry Financial Services
Experience
Sage Financial Group August 2013 - Present
Corestates Capital Advisors January 2010 - July 2013
Wachovia, A Wells Fargo Company 1994 - December 2009
Skills
Investment Advisory..., Holistic Financial..., Insurance, Wealth Management, Retirement Planning, Public Speaking
Education
Lehigh University 1988 — 1994
BA and MPA
The London School of Economics and Political Science (LSE) 1990 — 1991
Junior Year abroad
Cranford High School
Sage Financial Group August 2013 - Present
Corestates Capital Advisors January 2010 - July 2013
Wachovia, A Wells Fargo Company 1994 - December 2009
Skills
Investment Advisory..., Holistic Financial..., Insurance, Wealth Management, Retirement Planning, Public Speaking
Education
Lehigh University 1988 — 1994
BA and MPA
The London School of Economics and Political Science (LSE) 1990 — 1991
Junior Year abroad
Cranford High School
Erik Evans, CFP® Erik Evans, CFP®'s Sage Financial Group Experience December 2005 - September 2008
Job Wealth Management | Enterprise Development
Industry Financial Services
Experience
GoalQueste, LLC September 2011 - Present
United Capital Financial Partners, Inc October 2008 - September 2011
Sage Financial Group December 2005 - September 2008
CNFA 1999 - 2005
Peace Corps 1997 - 1999
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Business Planning
Education
Boston University 2005 — 2006
Financial Planning
Greenville College 1993 — 1997
Business Administration
GoalQueste, LLC September 2011 - Present
United Capital Financial Partners, Inc October 2008 - September 2011
Sage Financial Group December 2005 - September 2008
CNFA 1999 - 2005
Peace Corps 1997 - 1999
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Business Planning
Education
Boston University 2005 — 2006
Financial Planning
Greenville College 1993 — 1997
Business Administration
Evan Goldstein Evan Goldstein's Sage Financial Group Experience May 2014 - August 2014
Job Intern at the Federal Reserve Bank of Philadelphia
Industry Financial Services
Experience
Federal Reserve Bank of Philadelphia June 2015 - August 2015
Sage Financial Group May 2014 - August 2014
Camp Experts & Teen Summers April 2013 - August 2013
Speed Elite 2012 - 2013
Skills
Tamarac Operating..., CAD, Microsoft Excel, Matlab, Research, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Public Speaking, Social Media, Leadership, Management, Finance, Teamwork, Marketing
Education
Lehigh University - College of Business and Economics 2013 — 2017
Integrated Degree in Business and Engineering (IBE), Duel Major in Finance and Industrial Engineering
Lower Merion High School
Federal Reserve Bank of Philadelphia June 2015 - August 2015
Sage Financial Group May 2014 - August 2014
Camp Experts & Teen Summers April 2013 - August 2013
Speed Elite 2012 - 2013
Skills
Tamarac Operating..., CAD, Microsoft Excel, Matlab, Research, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Customer Service, Public Speaking, Social Media, Leadership, Management, Finance, Teamwork, Marketing
Education
Lehigh University - College of Business and Economics 2013 — 2017
Integrated Degree in Business and Engineering (IBE), Duel Major in Finance and Industrial Engineering
Lower Merion High School
Rebecca Anderson Rebecca Anderson's Sage Financial Group Experience May 2013 - Present
Job Senior Manager, Communications and Client Engagement at Sage Financial Group
Industry Public Relations and Communications
Experience
Sage Financial Group May 2013 - Present
Ballard Spahr LLP June 2011 - May 2013
Friends' Central School July 2006 - June 2011
self-employed 1997 - 2006
Skills
Proposal Writing, Business Development, Media Relations, Marketing Strategy, Strategic Planning, Management, Marketing Research, Marketing Communications, Nonprofits, Integrated Marketing, Marketing Management
Education
Harvard University 1984 — 1988
AB, English
University of California, Los Angeles 1992 — 1995
M.A., C.Phil, English, 19th Century American Poetry
Springside School 1976 — 1984
Sage Financial Group May 2013 - Present
Ballard Spahr LLP June 2011 - May 2013
Friends' Central School July 2006 - June 2011
self-employed 1997 - 2006
Skills
Proposal Writing, Business Development, Media Relations, Marketing Strategy, Strategic Planning, Management, Marketing Research, Marketing Communications, Nonprofits, Integrated Marketing, Marketing Management
Education
Harvard University 1984 — 1988
AB, English
University of California, Los Angeles 1992 — 1995
M.A., C.Phil, English, 19th Century American Poetry
Springside School 1976 — 1984
KC (Kristofor) Peterson's Sage Financial Group Experience May 2006 - August 2006
Job Underwriter at Pillar Finance
Industry Financial Services
Experience
Pillar Finance October 2013 - Present
Metropolitan Funding Corp June 2012 - September 2013
Investment Technology Group, Inc. November 2011 - June 2012
Tradeweb November 2009 - October 2011
KLS, Professional Advisors (Private Wealth Management) June 2008 - October 2009
Evaluation Associates December 2007 - June 2008
Nestle Waters October 2007 - November 2007
Sage Financial Group May 2006 - August 2006
Morgan Stanley Investment Management May 2005 - August 2005
Skills
Portfolio Management, Valuation, Trading, Bloomberg, Fixed Income, Investments, Asset Management, Finance, Mortgage Underwriting, Loan Origination, Deal Structuring, Bonds, Financial Analysis, Financial Modeling, Equities, Loans, Funding, Capital Markets
Education
Haverford College 2003 — 2007
Bachelor of Arts, Economics Diploma
Deerfield Academy 2001 — 2003
Pillar Finance October 2013 - Present
Metropolitan Funding Corp June 2012 - September 2013
Investment Technology Group, Inc. November 2011 - June 2012
Tradeweb November 2009 - October 2011
KLS, Professional Advisors (Private Wealth Management) June 2008 - October 2009
Evaluation Associates December 2007 - June 2008
Nestle Waters October 2007 - November 2007
Sage Financial Group May 2006 - August 2006
Morgan Stanley Investment Management May 2005 - August 2005
Skills
Portfolio Management, Valuation, Trading, Bloomberg, Fixed Income, Investments, Asset Management, Finance, Mortgage Underwriting, Loan Origination, Deal Structuring, Bonds, Financial Analysis, Financial Modeling, Equities, Loans, Funding, Capital Markets
Education
Haverford College 2003 — 2007
Bachelor of Arts, Economics Diploma
Deerfield Academy 2001 — 2003
Jack Longstreth Jack Longstreth's Sage Financial Group Experience April 2001 - November 2004
Job Regional VP Sales at Pareto Captive Services, LLC
Industry Insurance
Experience
Pareto Captive Services, LLC June 2015 - Present
Willis Re October 2012 - June 2015
Coventry First, LLC November 2004 - October 2012
Sage Financial Group April 2001 - November 2004
Education
University of Delaware 1996 — 2000
BS, Communications
Chestnut Hill Academy 1982 — 1996
Pareto Captive Services, LLC June 2015 - Present
Willis Re October 2012 - June 2015
Coventry First, LLC November 2004 - October 2012
Sage Financial Group April 2001 - November 2004
Education
University of Delaware 1996 — 2000
BS, Communications
Chestnut Hill Academy 1982 — 1996
Ray Midlam's Sage Financial Group Experience December 2004 - October 2007
Job Vice President, Planning and Business Development at St. Luke's Hospital
Industry Hospital & Health Care
Experience
St. Luke's Hospital January 2012 - Present
Olympus August 2010 - December 2011
Lehigh University September 2008 - May 2010
St. Luke's Hospital & Health Network May 2009 - August 2009
Sage Financial Group December 2004 - October 2007
Sage Financial Group December 2002 - December 2004
Sage Financial Group March 2000 - December 2002
Vanguard Group 1999 - 2000
Skills
New Business Development, Financial Management, Marketing Strategy, Strategic Planning, Financial Analysis, Product Management, Investment Strategies, Vendor Management, Client Relationship..., Modeling, Process Management, Portfolio Management, CRM, Analysis, Leadership, Business Planning, Management, Program Management, Business Development
Education
Lehigh University - College of Business and Economics 2008 — 2010
MBA, Business Administration
Temple University - Fox School of Business and Management 1996 — 1999
BBA, Finance
St. Luke's Hospital January 2012 - Present
Olympus August 2010 - December 2011
Lehigh University September 2008 - May 2010
St. Luke's Hospital & Health Network May 2009 - August 2009
Sage Financial Group December 2004 - October 2007
Sage Financial Group December 2002 - December 2004
Sage Financial Group March 2000 - December 2002
Vanguard Group 1999 - 2000
Skills
New Business Development, Financial Management, Marketing Strategy, Strategic Planning, Financial Analysis, Product Management, Investment Strategies, Vendor Management, Client Relationship..., Modeling, Process Management, Portfolio Management, CRM, Analysis, Leadership, Business Planning, Management, Program Management, Business Development
Education
Lehigh University - College of Business and Economics 2008 — 2010
MBA, Business Administration
Temple University - Fox School of Business and Management 1996 — 1999
BBA, Finance
David Kriegel, CFP®'s Sage Financial Group Experience November 2007 - November 2009
Job Portfolio Manager at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. December 2009 - Present
Sage Financial Group November 2007 - November 2009
PricewaterhouseCoopers August 2005 - November 2007
Skills
Wealth Management, Investments, Asset Allocation, High Net Worth..., Portfolio Management, Investment Advisory, Equities, Fixed Income, IRAs, Mutual Funds, 401k, Hedge Funds, Private Equity, Alternative Investments
Education
University of Delaware 2001 — 2005
BS, Finance
Hirtle, Callaghan & Co. December 2009 - Present
Sage Financial Group November 2007 - November 2009
PricewaterhouseCoopers August 2005 - November 2007
Skills
Wealth Management, Investments, Asset Allocation, High Net Worth..., Portfolio Management, Investment Advisory, Equities, Fixed Income, IRAs, Mutual Funds, 401k, Hedge Funds, Private Equity, Alternative Investments
Education
University of Delaware 2001 — 2005
BS, Finance
Andy Brown, CFP®'s Sage Financial Group Experience January 2010 - Present
Job Executive Wealth Manager at Sage Financial Group
Industry Financial Services
Experience
Sage Financial Group January 2010 - Present
Waterline Partners June 2007 - July 2009
MAXIMUS August 2004 - February 2006
US Department of Agriculture September 2000 - August 2004
Peace Corps May 1997 - August 1999
Skills
Investments, Portfolio Management, Financial Planning, Wealth Management, Asset Allocation, Asset Management, Business Development
Education
Moravian College 2006 — 2007
Certificate
University of Colorado Boulder 1991 — 1995
BA
Sage Financial Group January 2010 - Present
Waterline Partners June 2007 - July 2009
MAXIMUS August 2004 - February 2006
US Department of Agriculture September 2000 - August 2004
Peace Corps May 1997 - August 1999
Skills
Investments, Portfolio Management, Financial Planning, Wealth Management, Asset Allocation, Asset Management, Business Development
Education
Moravian College 2006 — 2007
Certificate
University of Colorado Boulder 1991 — 1995
BA
Latham Pali's Sage Financial Group Experience 1999 - 2003
Job President and Chief Operating Officer
Industry Consumer Goods
Experience
J.P. Nissen Co. December 2013 - Present
J.P. Nissen Co. January 2007 - December 2013
SEI Investments January 2004 - December 2006
Sage Financial Group 1999 - 2003
Skills
Financial Analysis, Management, Enterprise Risk..., Investments, Strategy, Business Development, Portfolio Management, Mergers & Acquisitions, Relationship Management, Process Improvement, Competitive Analysis, Cross-functional Team..., Business Planning, New Business Development, Business Strategy, Strategic Planning, Risk Management, Business Analysis, Forecasting, Financial Modeling, Leadership, Product Management
Education
Penn State University 2007 — 2009
EMBA
Lafayette College 1994 — 1998
BA, Economics
J.P. Nissen Co. December 2013 - Present
J.P. Nissen Co. January 2007 - December 2013
SEI Investments January 2004 - December 2006
Sage Financial Group 1999 - 2003
Skills
Financial Analysis, Management, Enterprise Risk..., Investments, Strategy, Business Development, Portfolio Management, Mergers & Acquisitions, Relationship Management, Process Improvement, Competitive Analysis, Cross-functional Team..., Business Planning, New Business Development, Business Strategy, Strategic Planning, Risk Management, Business Analysis, Forecasting, Financial Modeling, Leadership, Product Management
Education
Penn State University 2007 — 2009
EMBA
Lafayette College 1994 — 1998
BA, Economics
Bryan Drennan's Sage Financial Group Experience January 1999 - September 2004
Job Solutions Manager Asset Management Services at SEI
Industry Financial Services
Experience
SEI October 2004 - Present
SEI October 2004 - Present
Sage Financial Group January 1999 - September 2004
Skills
Financial Services, Investments, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Bloomberg, Equities
Education
Seton Hall University 1992 — 1996
Bachelor's degree, Finance, General
SEI October 2004 - Present
SEI October 2004 - Present
Sage Financial Group January 1999 - September 2004
Skills
Financial Services, Investments, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Bloomberg, Equities
Education
Seton Hall University 1992 — 1996
Bachelor's degree, Finance, General
Greg Reif, CFP®'s Sage Financial Group Experience November 2005 - May 2012
Job
Industry Philanthropy
Experience
Lankenau Medical Center September 2013 - Present
United Capital of Philadelphia May 2012 - August 2013
Sage Financial Group November 2005 - May 2012
Skills
Series 65, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Asset Management, Securities, Financial Advisory, Investment Strategies, Wealth Management..., Wealth, Nonprofits, Financial Planning
Education
Virginia Tech - College of Architecture & Urban Studies 1999 — 2003
BA, Urban Planning
Villanova University - Office of Continuing Studies 2012 — 2012
Graduate Certificate in Fundraising, Fundraising
NYU - School of Continuing & Professional Studies 2009 — 2009
Graduate Certificate in Financial Planning, Financial Planning
La Salle University - School of Business Administration 2004 — 2007
MBA, Finance
Lankenau Medical Center September 2013 - Present
United Capital of Philadelphia May 2012 - August 2013
Sage Financial Group November 2005 - May 2012
Skills
Series 65, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Asset Management, Securities, Financial Advisory, Investment Strategies, Wealth Management..., Wealth, Nonprofits, Financial Planning
Education
Virginia Tech - College of Architecture & Urban Studies 1999 — 2003
BA, Urban Planning
Villanova University - Office of Continuing Studies 2012 — 2012
Graduate Certificate in Fundraising, Fundraising
NYU - School of Continuing & Professional Studies 2009 — 2009
Graduate Certificate in Financial Planning, Financial Planning
La Salle University - School of Business Administration 2004 — 2007
MBA, Finance
Phil Menkhaus's Sage Financial Group Experience 2006 - 2009
Job Lead Middleware Engineer at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank January 2012 - Present
Cincinnati Insurance Companies July 2011 - January 2012
Fifth Third Bank January 2008 - July 2011
Sage Financial Group 2006 - 2009
New Horizons 1999 - 2002
Skills
Data Modeling, SDLC, ITIL, Microsoft SQL Server, Risk Management, Business Analysis
Education
Xavier University 1999 — 2005
MBA, Business Administration
Miami University 1988 — 1992
BA, Mathematics and Statistics
Fifth Third Bank January 2012 - Present
Cincinnati Insurance Companies July 2011 - January 2012
Fifth Third Bank January 2008 - July 2011
Sage Financial Group 2006 - 2009
New Horizons 1999 - 2002
Skills
Data Modeling, SDLC, ITIL, Microsoft SQL Server, Risk Management, Business Analysis
Education
Xavier University 1999 — 2005
MBA, Business Administration
Miami University 1988 — 1992
BA, Mathematics and Statistics
John Steigerwald, CFP®'s Sage Financial Group Experience November 2009 - May 2012
Job Client Advisor at Legacy Advisors, LLC
Industry Financial Services
Experience
Legacy Advisors, LLC May 2012 - Present
Sage Financial Group November 2009 - May 2012
Sage Financial Group June 2007 - November 2009
JP Morgan Private Bank August 2001 - June 2007
Skills
Portfolio Management, Financial Analysis, Financial Planning, Risk Management, Asset Allocation, Investments, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Asset Management, ETFs, Fixed Income, Investment Management, Finance, Equities, Financial Advisory, Mutual Funds, Wealth, Investment Advisory, Wealth Management...
Education
Susquehanna University 1996 — 2000
BS, Business Economics
Legacy Advisors, LLC May 2012 - Present
Sage Financial Group November 2009 - May 2012
Sage Financial Group June 2007 - November 2009
JP Morgan Private Bank August 2001 - June 2007
Skills
Portfolio Management, Financial Analysis, Financial Planning, Risk Management, Asset Allocation, Investments, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Estate Planning, Asset Management, ETFs, Fixed Income, Investment Management, Finance, Equities, Financial Advisory, Mutual Funds, Wealth, Investment Advisory, Wealth Management...
Education
Susquehanna University 1996 — 2000
BS, Business Economics
Trisha Reperowitz's Sage Financial Group Experience July 2007 - August 2009
Job Cofounder and COO at Hapzing
Industry Information Technology and Services
Experience
Hapzing April 2012 - Present
Intrinzic October 2014 - April 2015
Copperfox Marketing September 2011 - October 2014
Barefoot Proximity August 2009 - September 2011
Sage Financial Group July 2007 - August 2009
WHITTMANHART Interactive December 2004 - July 2005
Comair December 2002 - April 2004
Metis LLC 1997 - 1999
Skills
Marketing, Integrated Marketing, Digital Marketing, Strategic Planning, Marketing Communications, Social Media Marketing, Project Management, Brand Development, Copywriting, Marketing Strategy, Advertising, Cross-functional Team..., SEO, Interactive Marketing, Marketing Research, Creative Strategy, Corporate Branding, Content Strategy, Digital Strategy, Management, Social Media, Email Marketing
Education
Indiana University Bloomington 1987 — 1991
Bachelor's of Science, Marketing/Advertising
Hapzing April 2012 - Present
Intrinzic October 2014 - April 2015
Copperfox Marketing September 2011 - October 2014
Barefoot Proximity August 2009 - September 2011
Sage Financial Group July 2007 - August 2009
WHITTMANHART Interactive December 2004 - July 2005
Comair December 2002 - April 2004
Metis LLC 1997 - 1999
Skills
Marketing, Integrated Marketing, Digital Marketing, Strategic Planning, Marketing Communications, Social Media Marketing, Project Management, Brand Development, Copywriting, Marketing Strategy, Advertising, Cross-functional Team..., SEO, Interactive Marketing, Marketing Research, Creative Strategy, Corporate Branding, Content Strategy, Digital Strategy, Management, Social Media, Email Marketing
Education
Indiana University Bloomington 1987 — 1991
Bachelor's of Science, Marketing/Advertising
Barbara J. Pettit, CFP(R)'s Sage Financial Group Experience October 2008 - December 2010
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard April 2011 - July 2013
Sage Financial Group October 2008 - December 2010
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Investments, Asset Management, Equities, Fixed Income, Securities, Portfolio Management, Alternative Investments, Valuation, Spreadsheets, Access, Risk Management, Due Diligence, Asset Allocation, Analysis, Investment Management
Education
board 2012 — 2014
Certified Financial Planner Designation
Drexel University - College of Business and Administration 2001 — 2004
Bachelor of Science (BS), Finance, General
Vanguard August 2013 - Present
Vanguard April 2011 - July 2013
Sage Financial Group October 2008 - December 2010
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Investments, Asset Management, Equities, Fixed Income, Securities, Portfolio Management, Alternative Investments, Valuation, Spreadsheets, Access, Risk Management, Due Diligence, Asset Allocation, Analysis, Investment Management
Education
board 2012 — 2014
Certified Financial Planner Designation
Drexel University - College of Business and Administration 2001 — 2004
Bachelor of Science (BS), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY