Jeffrey E. Karpel

Jeff is an Executive Wealth Manager and a partner in the firm.  He provides comprehensive advice and wealth management services, as well as personalized financial planning to his clients including financial independence planning, education funding, risk management, and tax planning.

Jeff has been recognized as one of the top investment advisors by Philadelphia Magazine.

Jeff brings more than 20 years of business experience to Sage, including extensive analytic and management experience across financial planning, strategic planning, corporate planning, and business operations roles at several multinational firms. He also contributes a global perspective to our firm: Jeff concentrated his formal studies on East Asia, and he served on expatriate management assignments in Japan for a number of years.

Jeff obtained his BA from Harvard University and holds an MBA from Villanova University.  He lives in Narberth with his wife and two children.