Alan oversees the firm’s investment management services and finances while working with Stephen on strategic planning and the growth of Sage’s advisory service offerings. He has over 35 years of experience in the financial services industry. Alan is co-author of The Sage Guide to Mutual Funds (1999, HarperCollins).

Alan graduated magna cum laude from the University of Delaware with a B.S. in Finance and attended the University of Pennsylvania’s Wharton Executive MBA program.

Alan is an active member of the Ben Franklin Technology Partners’ Board of Directors, Plain Sight Capital Advisory Board, and People Advancing Reintegration (PAR) Advisory Committee. He lives in Penn Valley with his wife, Darlene. The Cohns have two sets of twins in college and graduate school. Alan loves to spend time with his family, read, listen to music, play tennis, and travel.

What do you love most about Sage?
That we are a team of hard-working, highly ethical people driven to help our clients achieve their financial and personal goals and to make the world a better place.

How should people think about their wealth or investing?
Like a fine wine, investments require careful selection and take time to mature. When they are ready to be appreciated, they are very satisfying.

Stephen oversees the firm’s wealth management teams and business development while working with Alan on strategic planning and the growth of Sage’s advisory service. He has over 35 years in the financial services industry. Stephen co-authored The Sage Guide to Mutual Funds (1999, HarperCollins).

Stephen graduated from Ithaca College with a B.S. in Finance and Economics. He serves on the Board of Directors at Alex’s Lemonade Stand Foundation and is Chairman of the Mastery Charter School Board of Directors.

What inspires you about your job?
Having a small role in people’s personal success, whether they are colleagues or clients, provides real purpose to my work.

What particular qualities do you contribute to the Sage team and the client experience?
I believe founders can provide a unique competitive advantage for the company if they channel their strengths, perspective, and energy in the right direction. I try to lead by example, by working hard, being ethical, caring, and respectful.

Mitch joined Sage in 1997, and the long-term relationships he has with his clients is one of his greatest professional rewards. He is a Certified Public Accountant (CPA) who worked as a Senior Accountant for Richard A. Eisner & Co. in New York before coming to Sage.

Mitch graduated from The Ohio State University with a B.S. in Accounting. Mitch is on the Board of Directors and is the Treasurer of Simon’s Fund, a local non-profit dedicated to raising awareness about the conditions that lead to sudden cardiac arrest and death in children.

What inspires you about your job?
Every client is unique and different, and I enjoy getting to know them and their families. I love that I have been doing this for 20 years now and have seen so many of my clients’ plans come to life.

What do you love most about being part of Sage?
I love the culture, I love the people I work with, and I love working as a team to help our clients get the best level of service possible. I feel fortunate to be part of a team that puts so much into making the client experience a great one.

John joined Sage in 1998 after a short stint in management for a Fortune 1000 company. In addition to managing relationships, John oversees the firm’s compliance department.

John earned a B.S. in Business Administration, majoring in Finance, from Villanova University. Following college, he was commissioned as an officer in the United States Navy and served for four years as a Surface Warfare Officer, specializing in anti-submarine warfare. He had extensive deployments to the Mediterranean Sea, Persian Gulf, and the Baltic area.

John is a member of the Board and Chairman of the Finance Committee for Mother Teresa Regional Catholic School in King of Prussia. He is also Treasurer for Mother of Divine Providence CYO Athletic Association.

What do you love about being part of Sage?
I love being able to help clients daily. Whether that is helping address an outside-the-box question about their finances or calmly keeping them on course during stormy market environments. I’ve loved investments since I was a teenager, and I think I have an affinity and the talent to help match the most appropriate investments to meet each person’s individual goals.

What particular qualities do you contribute to the Sage team and the client experience?
I am analytical, empathetic toward the issues that clients face, willing to take a team-based approach to create solutions, driven to seek the best results for our clients, an independent thinker, and not afraid to speak up if I think things need to be done differently to produce the best results.

Jeff is passionate about problem-solving. Prior to joining Sage, he spent approximately 20 years working in strategic planning, corporate planning, operations, and management for several multinational firms. During this time, he spent many years in Japan, putting his East Asian studies to good use and improving his Japanese.

In addition to his global perspective, Jeff brings a tremendous amount of acumen and relevant life experience to his role as a wealth manager. Nothing gets past Jeff. He is a dedicated champion of his clients’ financial goals and personal happiness.

Jeff obtained his A.B. in East Asian Studies from Harvard University and his M.B.A from Villanova University.

Why are you in wealth management?
I find it gratifying to apply my analytic skills in ways that help people meet their life goals.

What do you love most about being part of Sage?
I spent many years before Sage working in a Japanese business culture that genuinely puts clients on a pedestal. Sage provides me an outlet to continue to do the same.

Prior to joining Sage, Andy worked for several years with a private high net worth wealth management firm in Los Angeles, where he gained particular expertise in handling concentrated stock and stock options. Before that he spent five years at the USDA, where he honed his eye for detail working with state administrators to improve the efficiency and accuracy of State and Federal benefits programs. He holds a B.A. in History from the University of Colorado, Boulder. After college, Andy worked in Haiti as a small business development volunteer with the Peace Corps. During that time, he helped establish a regional agricultural cooperative in order to increase market presence and product profitability.

What inspires you about your job?
I enjoy the analytical aspect of planning, but I find it most rewarding to watch clients send their kids to college or enter into retirement with confidence that their financial future is sound and in good hands.

What do you love most about being part of Sage?
The people I work with every day. They make it a pleasure to come to work.

As an Executive Wealth Manager, Lucy works directly with clients daily. She also serves as a member of the firm’s investment committee. Lucy has spent over 25 years in the financial services industry. Prior to joining Sage, Lucy was Vice President, Financial Advisor for CoreStates Capital Advisors in Newtown and for Wachovia Wealth Management and predecessor banks. She currently serves on the Distribution Committee of the Bucks County Foundation. Lucy is past chairperson of the Women in Business committee of the Central Bucks Chamber of Commerce and past board member of the Bucks County Children’s Museum.

Lucy earned her B.A. with university and departmental honors and M.P.A. degrees from Lehigh University, including a Junior Year Abroad at the London School of Economics. She is a classically trained singer and cantor at Our Lady of Guadalupe Church in Buckingham.

What inspires you about your job?
I feel like Superwoman when I earn “trusted advisor” status with my clients. I also particularly enjoy teaching women about investing and financial health.

What particular qualities do you have that contribute to the Sage team and the client experience?
I bring compassion, empathy, and persistence to my work.

As an Executive Wealth Manager, Jason works with clients daily, helping them with investment strategies and developing very clear, personalized financial plans. Jason is a Certified Financial Planner (CFP) and a Certified Retirement Planning Counselor (CRPC). In addition, he is a member of the firm’s investment committee. He is also an adjunct professor at Temple University, where he teaches a course on investing and personal finance.

Jason graduated cum laude from Drexel University with a B.S. in Business Administration and a concentration in Finance.  He lives in Wayne with his wife Lauren and sons Cooper and Ryder, enjoys skiing, and is an avid fan of the Philadelphia Flyers.

Why are you in wealth management?

I chose a career in wealth management because I love working with people. Helping clients reach their life goals and make smart decisions is deeply rewarding for me, no matter how big or small.

My goal is to become a client’s trusted advisor and to be their first call whenever they have a decision to make.

What do you love most about being part of Sage?

I love the culture and team atmosphere at Sage which brings together people with different backgrounds and a vast knowledge set to seek ways to ensure that our clients receive the best advice and service possible.

As an Executive Wealth Manager, Kevin Megargel works directly with clients, helping them with strategic investment management and rigorous, highly personalized financial planning. Kevin has spent over 15 years in financial services and earned a CFA, CFP®, and MBA. Before joining Sage, Kevin worked as an Outsourced Chief Investment Officer at Vanguard.

Kevin earned his B.S. from the University of Maryland’s Smith School of Business with a double concentration in Accounting and Finance. He went on to earn his M.B.A. from Villanova with specializations in Finance and International Business. Kevin and his wife Jacqui live in Moorestown, New Jersey, with their two daughters. They enjoy visiting Long Beach Island, dining out, and spending time as a family.

Why are you in wealth management?

It is a dynamic and intellectually stimulating career that affords me the opportunity to make a meaningful contribution to the lives of my clients.

What professional accomplishments are you most proud of?

I am proud of my commitment to continuous learning through the CFP^®, MBA, and CFA programs. My wife and I met in graduate school at Villanova. Several years later, we became engaged the same week that I passed the CFA Level III exam. It was the perfect blend of professional and personal accomplishments.

George works with clients on a daily basis, helping them with investment strategy and developing very clear, personalized financial plans. He is a certified public accountant (CPA) who spent 23 years as a controller for investment firms before joining Sage in 2012.

George earned his B.S. in Accounting from the University of Delaware. He is the District Roundtable Commissioner for Boys Scouts of America (Baden-Powell District) and a Committee Member for Troop 542.

Why are you in wealth management?
It may sound cliché, but I entered the field of wealth management to make a difference in people’s lives. While money is not everything, it is a means to accomplish many goals in life, such as providing a college education for children, retiring comfortably, providing for philanthropic causes, and enjoying a fulfilling lifestyle. I’m inspired when I can add value for our clients by helping them create organization and purpose in an area so many feel is one of disarray and chaos.

What particular qualities do you contribute to the Sage team and the client experience?
I have a very personal, compassionate, and conscientious mindset. I have very strong analytical skills, and I really enjoy the challenge of developing a cohesive, straightforward plan with numerous moving pieces.

As a Senior Wealth Manager, Gregg works directly with clients daily. Before joining Sage in 2012, Gregg worked at Charles Schwab for four years, so he is particularly strong at helping clients put all the pieces together.

Gregg earned a B.S. in Health Policy and Management from Providence College and his M.S. in Financial Services from Saint Joseph’s University.

Why are you in wealth management?
I’ve always had an interest in finance, but I was drawn by the opportunity to work with individuals and develop financial plans unique to their needs. The most rewarding aspect of working with our clients is the evolution of the relationship from financial advisor to trusted advisor and, with some relationships, to a personal friend.

What do you love most about being part of Sage?
Sage has created a culture centered on putting the client’s interests first. It is great to be in a workplace with a deep commitment to doing well for our clients.

As a Senior Wealth Manager, Brandon works with clients on a daily basis. He is a Certified Public Accountant (CPA) who worked as a tax analyst and an auditor at Ametek before joining Sage. Brandon graduated from Lubbock Christian University with B.A.s in Finance and Accounting. He is an Advisory Board Member for the Lubbock Christian University Foundation.

What inspires you about your job?
Being able to help our clients reach their life goals. Almost all life goals have a financial component. When we solve that component, we bring our clients closer to realizing their life goals.

How should people think about investing and their wealth?
Wealth is one tool in your tool belt you can use to accomplish your life goals. The best way to really be successful is to give your wealth a purpose and a plan.

As a Senior Wealth Manager, Sean is part of a team that manages and provides wealth management services to clients.  Sean is responsible for working with clients daily, helping them make smart financial decisions and achieve their financial goals.  He is a holder of the Chartered Financial Analyst (CFA) designation as well as a Certified Financial Planner (CFP).

Before joining Sage, Sean spent 14 years at Vanguard where he worked with both non-profit employer retirement plan participants and individual investors. He graduated magna cum laude from the University of Pittsburgh with a B.S.B.A. in Finance and a certificate in International Business with a focus on Latin American studies.  He lives in Conshohocken and enjoys spending time with friends and his family.

Why are you in wealth management?

In college, I was intrigued by the capital markets and how the growth they offer can help investors achieve their goals. But once I started working, I realized that my true passion is for helping people. As a wealth manager, I help my clients understand the markets, but I spend just as much, if not more, time helping them understand the purpose they want their money to serve in their lives and how to make smart financial decisions.

What do you love most about being part of Sage?

What initially attracted me to Sage was the fact that it is an independent firm with no conflicts of interest regarding the advice it provides.  However, what I love most about working at Sage is my good-natured group of colleagues and their dedication to helping their clients succeed.

As a Senior Wealth Manager, Adam is part of a team that manages and provides wealth management services to clients. Adam has always had a strong passion for helping others grow financially and personally. He began his career at Ernst & Young where he earned his CPA. Adam graduated with honors and distinction from Pennsylvania State University’s Schreyer Honors College with a B.S. in Accounting with a concentration in Finance, and a minor in the Legal Environment of Business. He is a certified yoga instructor.

What inspires you about your job?
The fact that every day at work I know I am helping make a difference in people’s lives and well-being.

What particular qualities do you have that contribute to the Sage team and the client experience?
My passion for being attentive and knowing how to listen for clients’ financial goals and worries. I have a strong analytical ability with my CPA background.

As a Senior Wealth Manager, Ben is part of a team that provides wealth management services to a significant portion of Sage’s client base. He works with clients daily, helping them make smart decisions in all areas of their financial lives.  Ben is a Certified Financial Planner (CFP®).

Ben graduated with distinction from the University of Michigan with a B.A. in history and then went on to earn his J.D./M.B.A. from Emory University. Ben spent many years of his career as an attorney focused on securities arbitration and litigation. As he realized that he wanted to work more personally with individuals, he transitioned into working as an estate planning attorney prior to joining the Sage team. He lives in Lower Moreland with his wife and two sons and is an active sports fan and volunteer for the Philadelphia Eagles’ Autism Foundation.

What inspires you about your job?

The opportunity to help people address and resolve financial issues and to achieve their financial goals through careful planning.

 What particular qualities do you have that contribute to the Sage team and the client experience? 

As an attorney, I bring analytical skills and a methodical approach to addressing client issues and uncovering client concerns.  I also listen carefully and demonstrate interest in and compassion for clients.

Ryan Kraus works closely with clients on their investment strategies and develops clear, personalized financial plans. Ryan is a Certified Financial Analyst (CFA), one of the industry’s most rigorous and well-respected certifications.

Ryan has worked in the financial services industry for over a decade, including experience at institutional investment companies such as Brinker Capital Investments and Lincoln Financial Group.

Ryan graduated from the University of Arizona with a Bachelor of Business Administration and Finance major. He lives in Villanova with his wife, Gabby, and three children. Ryan loves to spend time with his three kids, especially watching them play sports. He also enjoys traveling and exploring new places.

Why are you in wealth management?

I chose a career in wealth management because I love working with people and have always been interested in the capital markets. As a wealth manager at Sage, I help our clients make smart financial decisions by understanding their goals and providing insight into the markets while guiding them through the never-ending challenges of the investment world.

What particular qualities do you have that contribute to the Sage team and client experience?

I am analytical and have a passion for listening to people so that I can understand their life goals and help them achieve them.

As a Wealth Manager, Daphne is part of a team that helps clients with investment management, financial planning, and personal financial guidance. Daphne began her career at Vanguard after graduating summa cum laude from the Honors College at Hofstra with a BBA in Marketing and a minor in Fine Arts. Daphne loves soccer and photography, spending time with family and friends, trying new restaurants, and traveling.

Why are you in wealth management?

The world around us demands more and more of our attention, and it can be difficult to focus on the details of our finances. I enjoy helping our hardworking clients do their wealth justice.

What do you enjoy most about being part of Sage? 

I enjoy being in an environment where I can learn every day from every single person around me. The experience, education, and personalities at Sage are inspirational.

How should people think about their wealth and investing? 

Spend as much time as you can reading about investing and be honest with yourself when it comes to seeking help with your finances. Just as you trust a doctor with your physical health, putting your finances in the hands of a professional can decrease your stress level and give you time to do the things you enjoy most.

As a Wealth Manager, Ross is part of a team that helps clients with investment management, financial planning, and personal financial guidance. After graduating from the University of Wisconsin with a B.B.A. in Finance, Investment, and Banking, Ross spent several years in New York learning about relationship management and training as a financial advisor at UBS Financial Services. He earned a Master’s in Wealth Management at Columbia University.

Outside of work, Ross enjoys spending time with family and friends, exercising, and rooting for his favorite Philadelphia sports teams.

Why are you in wealth management? 

I am driven by a desire to help people with their financial needs and make a difference in their lives. I enjoy building long-term relationships and being in the role of client advocate and trusted advisor.

What do you love most about being part of Sage? 

Being a part of the team and the culture is what I enjoy most. Everyone at Sage is passionate about the organization’s purpose and genuinely cares about each other.

As Senior Investment Officer, Joe focuses on performing detailed investment research and sits on the firm’s investment committee. He manages the implementation of Sage’s investment strategy and helps author economic and market commentary.

Before joining Sage, Joe worked at the J.P. Morgan Private Bank, most recently as a member of an investment team that advised ultra-high-net-worth individuals and family offices. He was responsible for sourcing new investments, trade execution, and developing market commentary.

Joe graduated from the University of Delaware with a B.S. in Accounting and Finance and an ACP, Advanced Finance, from The Wharton School of the University of Pennsylvania. He is a holder of the Chartered Financial Analyst designation. Currently, he lives in Blue Bell, Pennsylvania, with his wife and daughter and is a member of Ben Franklin Technology Partner’s External Review Committee for early-stage technology investments. Joe enjoys golf, spending time with friends and family, and volunteering in his spare time.

What inspires you about your job?
I am inspired by the opportunity to help ensure that portfolios are constructed in the best possible way for each client. I am passionate about financial markets and driven to help people reach their financial goals.

What professional accomplishments are you most proud of?
Helping clients navigate the economic uncertainty of 2020 and the associated volatility in the financial markets.

As a member of the investment team, Dan focuses on performing detailed investment research into current economic and market conditions and existing and new investment offerings. He also helps with the implementation of Sage’s strategy and the development of internal and external communications.

Prior to joining Sage, Dan worked at The Glenmede Trust Company and BlackRock. He graduated from Penn State University with a B.A. in Economics and a B.A. in Political Science and is a holder of the Chartered Financial Analyst designation.

Dan and his wife Casey live in Philadelphia. He enjoys traveling, reading, and exercising.

Why are you in wealth management?

I am fascinated by the connection between financial markets and global events. The industry is constantly evolving and presents intellectually stimulating challenges daily.

What inspires you about your job?

I am honored that clients place their trust and faith in Sage. Being a small part of assisting clients to fulfill their financial goals is extremely rewarding.

Bill is a member of the investment team and focuses on monitoring Sage’s current offerings, staying abreast of all economic and market conditions, and performing detailed research on new investment opportunities and strategies. He also helps with the implementation of Sage’s strategy and the development of internal and external communications.

Before joining sage, Bill worked at Reliance Insurance as an Investment Analyst and Janney Montgomery Scott, LLC, as an Associate. Bill graduated from Temple University with a B.B.A. in Finance. He is a holder of the Chartered Financial Analyst designation. He currently lives in Haddonfield, New Jersey, and enjoys golf, the beach, and spending time with friends and family. Bill also volunteers for Habitat for Humanity.

What do you love most about being part of Sage?

I love the rare combination of a fast-paced team environment and a deep desire to satisfy our clients through trust and transparency. Sage’s principles are unique in the industry and help set this firm apart.

How should people think about their wealth or investing?

It is hard to separate facts from feelings, especially when it comes to personal finance and investing. That is why a long-term, strategic approach, which helps maintain a healthy relationship between facts and feelings, is the best way to achieve your personal financial goals.

Rebecca directs efforts around marketing and communications, practice management, strategic initiatives related to client engagement, and the day-to-day operations of the client services team. She also oversees recruiting and the development of Sage’s distinctive team culture.

Rebecca graduated from Harvard College with an A.B. in English and American literature. She went on to earn her M.A. and C.Phil. in American literature from UCLA where she focused on the political role of 19th century American poetry. Before joining Sage, Rebecca spent ten years as a freelance editor for clients ranging from Harvard Business Review and MIT’s Sloane Management Review to New York Times best-selling memoirists.  She was the Director of Communications at Friends’ Central School and part of the marketing team at Ballard Spahr, a national law firm based in Philadelphia.

What do you love most about being part of Sage?
That it is a family business. The drive to build something special and unique is very much a part of everyday culture.

What particular qualities do you have that benefit the Sage team and the client experience?
I am a good listener; new projects excite me; and I have an unwavering sense of responsibility for my work and, most importantly, the people in my life.

Janene helps Sage’s clients with their estate planning needs. She is available to review existing documents and estate plans, help establish new plans, and identify ways to minimize state and federal estate tax exposure.

Janene has been practicing Trust and Estate law since 2006. Previously, she practiced at Salvo, Rogers Elinksi & Scullin and Obermayer, Rebmann, Maxwell & Hippel.

Janene earned her B.A. in Economics from Kings College and her J.D. from Temple University Beasley School of Law. She is a graduate of the Mid-Atlantic Fellows Institute of The American College of Trusts and Estate Counsel.

She lives in Conshohocken with her husband and two children. Janene serves as Board Chair for the Borough of Conshohocken Sewer Authority. She also is a member of the Conshohocken Funfest Committee and an active volunteer with the Montgomery County Special Olympics.

What inspires you about your job?

I am motivated by helping others. I find the most meaning and inspiration from being able to see how my work impacts people on a personal level. Understanding and empathizing with people is so important. The idea that I might provide a solution to a problem or provide peace of mind is what motivates me to do a good job.

What do you love most about being part of Sage?

Being part of a forward-thinking, supportive organization that realizes its clients and team members are its greatest assets is my favorite thing about Sage so far. Everyone at Sage has a client-centered focus, and it is exciting to work collaboratively with people to help make sure our clients are successful.

As a member of Sage’s tax services team, Alec works with clients, and Sage’s wealth management teams to provide clients with integrated tax strategies.  Alec’s role includes reviewing client tax returns, identifying tax planning opportunities, and analyzing clients’ individual tax situations to make sure they are realizing optimal tax savings.

Prior to joining Sage, Alec was a Senior Audit Associate at Tait, Weller, and Baker, LLP where he assisted with mutual fund and investment company audits. He graduated cum laude from Muhlenberg College with a B.A. in political science and business. He then went on to also earn a B.S. in Accounting from Alvernia College and acquire his CPA license.

Alec lives in Collegeville and is very active with family, friends, and in his church.

What inspires you about your job?

The opportunity to help clients achieve their financial goals by providing insight into their current and future tax position.

What particular qualities do you have that contribute to the Sage team and the client experience?

I love to be a part of a cohesive team and to fulfill the responsibilities of my role to the best of my ability.  To that end, I am detail-oriented with a strong analytical skill set developed as a CPA, and I am steadfast in my determination at responding to challenges and providing solutions to complex problems.

David oversees Sage’s technology strategy including management of our current systems and software and the development and execution of technology upgrades so that the firm can operate efficiently, provide the best client experience possible, and meet our long-term objectives. He is also part of the team responsible for preparing investment reports for clients.

Prior to coming to Sage, David spent more than 15 years in the non-profit space working in information technology and operations for the Greater Delaware Valley chapter of the National Multiple Sclerosis Society.

David graduated from the Pennsylvania State University with a B.S. in Management Science and Information Systems.  He is an active volunteer and member of the board of trustees for both the Jewish Federation of Southern New Jersey and Congregation Beth El in Voorhees, NJ.

Describe what inspires you about your job.
I love to improve processes and create efficiencies. I am afforded the opportunity to do this on a daily basis at Sage.

What do you love most about being part of Sage?
Working at Sage, you feel like you are part of a team. Everyone works well together.

As part of the investment reporting team, Maureen is responsible for producing portfolio performance reports ahead of client review meetings. She also manages monthly invoicing for clients and performs trading.

Before joining Sage in 2012, Maureen spent 2 years working in sales reporting support and 8 years working as a relationships manager for asset management firms.

Maureen graduated from Cabrini College with a B.S. in Mathematics.

What inspires you about your job?
Feeling valued as a member of the firm.

What particular qualities do you have that contribute to the Sage team and the client experience?
I am self-motivated and able to ensure a rapid turnaround on reporting.

John is a member of the investment reporting team and is responsible for producing portfolio performance reports ahead of client wealth management meetings.

Prior to Sage, John worked in the investment reporting and analysis groups at Forbes Family Trust and JP Morgan Chase. He graduated with a B.S. in Business Management from the University of Massachusetts Lowell.

John lives with his family in Blue Bell and enjoys outdoor activities.

Describe what inspires you about your job. 

I love working as a team. At Sage, teamwork is paramount, and we all work together to help contribute to the end product – each client’s happiness and success.

What particular qualities do you have that contribute to the Sage team and the client experience? 

I am a hardworking and detail-oriented person who loves to dive deep into systems and processes.

Cathie serves as the primary point of contact with our custodians, Charles Schwab, Fidelity, and TD. She oversees account administration and helps the wealth managers respond to clients’ requests related to money movement and account opening and titling.

Cathie graduated summa cum laude from Temple University with a B.S. in Business Administration. Before joining the Sage team, she spent 20 years as an administrative consultant to Keystone Shipping Company, where she was the interface between the executive department and all company personnel, clients, and vendors. She also assisted the accounting department, reconciling ships’ accounts and performing payroll and benefits audits.

What inspires you about your job?
Knowing that doing my job well is important to the delivery of great client service.

What particular qualities do you have that contribute to the Sage team and the client experience?
Thoroughness and a desire to keep improving.

Garrett works closely with other team members as a liaison between Sage and our custodians. In addition, he assists with account administration, provides transactional support to the wealth management teams, and helps refine the firm’s account administration process and capabilities so that the team can deliver exceptional client service.

Garrett graduated with a B.A. in Marketing from Eastern University. Before joining Sage, Garrett spent 10 years in the real estate title industry. He lives in Brookhaven with his wife and son and enjoys Philadelphia sporting events, concerts, and walks in the park with his family and dog.

What inspires you about your job?

I have always had an interest in numbers and finances. I am using these interests at Sage to make a difference in people’s lives. I know that what I do every day is help our team deliver the best possible experience to our clients.

What particular qualities do you have that contribute to the Sage team and client experience?

I have a positive attitude, keen attention to detail, and strong communication skills.

Mary keeps Sage coordinated and running smoothly. She oversees all aspects of the office administration including scheduling, helping with the onboarding of new clients, and managing our contact database. Her regular interaction with clients adds an extra layer of personalization to their experience. She also supports many of the client-service-related initiatives and our Trusts and Estates offering.

Mary joined Sage in 2014. Before that, she worked as a dental assistant for a private practice in Hatfield. Mary attended Abington Nursing School.

What inspires you about your job?
I am motivated by the opportunity I have at Sage to make every client experience an exceptional one. And I am proud of the personal connection I have been able to forge with so many of our clients.

What particular qualities do you contribute to the Sage team and the client experience?
I love talking with people and getting to know about their lives. I am very organized and I like to help make the business of each day easier for others.

April is a member of Sage’s Trusts and Estates team. She works closely with clients, Sage’s Trusts and Estates Counsel, and the Sage Wealth Management Team to facilitate all aspects of the estate planning process.

April graduated from New York University with a B.A. in Journalism and Mass Communications and a minor in Metropolitan Studies. In addition, she earned her Paralegal Certificate from Villanova University.

She lives in Glenside with her husband and three young children.

What particular qualities do you have that contribute to the client experience?

I pride myself on my ability to follow up on clients’ needs and respond to any requests they have as promptly and efficiently as possible.

What do you love to do outside of work?

Spending time with my family, going to the mountains and the beach, and running.

Ryan oversees accounting and financial reporting at Sage. He is a certified public accountant who also owns his own, independent accounting firm. He earned his B.S. from Villanova University with a double major in Accounting and Information Systems Management.

What inspires you about your job?
The fact that I am always challenged to learn something new.

What do you love most about being part of Sage?
Working with such high level professionals.

What particular qualities do you contribute to the Sage team and the client experience?
Versatility in many finance and operations functions.

As part of the accounting team, Karen makes sure our vendors and our people all get paid on time. She coordinates Sage’s benefits program and helps with overall office management.

Karen joined Sage in 2005 after starting her career in legal administration.

What inspires you about your job?
I am impressed with the attention paid to delivering an exceptional client experience and to the way the team here works together.

What do you love most about being part of Sage?
Being part of an organization that is so committed to helping others and supports us all getting involved in our communities.

What particular qualities do you have that contribute to the Sage team and the client experience?
I am a team player who is always willing to help out. It is important to me that whatever needs to get done does get done.

At Sage, Darlene works tirelessly to promote a culture of integrity and compliance. Outside of Sage, she is very involved with PAR (People Advancing Reintegration) Recycle Works, a non-profit organization that offers electronics recycling services as a conduit to provide workforce training and social services to previously incarcerated men and women. She also volunteers as a “Caring Clown” at Lankenau hospital and many other organizations. Darlene is an active member of her theater troupe, the AI Players, and produces and performs in local musicals and improv troupes.

Darlene earned her B.S in Finance and Economics from the University of Delaware.

What inspires you about your job?
Knowing I’m doing something valuable for our clients and the firm.

What do you love most about being part of Sage?
Working in an atmosphere where everyone pulls together, the client comes first, and there is complete mutual respect among everyone at the company.

As a consultant, Ben provides strategic support to Sage’s Investment Division. Leveraging his 25 years of investment leadership experience, Ben focuses on advice regarding the firm’s investment evaluation process, asset allocation, and assisting with special projects. He adds an additional level of independent, objective expertise to our in-house team and helps diversify and complement our perspective.

Ben also serves as the Director of a large single-family office. He spent 11 years as a Managing Director at Glenmede and has worked for Deutsche Bank, Goldman Sachs, and several hedge funds.

Ben graduated from Columbia University with a B.S. in Computer Science and an M.B.A in Finance and Venture Capital. He lives in Haverford with his family and enjoys traveling, snowboarding, and exploring different parts of the United States by small plane (he is a private pilot).

Why are you in investment management?

I enjoy the complexity of the financial markets and working with clients to help give them confidence in investing over the long term.

What particular qualities do you have that contribute to the Sage team and the client experience? 

I draw on my broad asset class experience to help evaluate the investment opportunities Sage offers clients.  In addition, I have a significant background in the technical aspects of investing, such as building repeatable investment processes and using quantitative techniques to help identify investment funds that may outperform over the long term.

As a consultant, Orim provides strategic support to Sage’s Investment Division. He brings over 39 years of investment management experience and adds an additional level of independent, objective expertise that helps diversify and complement the perspective of our in-house team.

Orim was previously an Executive Director at the National Association of Securities Professionals, a Senior Vice President at Fiduciary Investment Solutions ($8.5B Assets Under Management), and CIO/Deputy CIO for the City of Philadelphia Board of Pensions and Retirement. In addition, Orim serves on the Board/Investment Committee of Dillard University, the Investment Committee of the Police and Fire Retirement System of Detroit, and the Board of Ben Franklin Technology Partners. He is a CFA charter holder.

Orim graduated from Hampton University with a B.S. in Finance and then went on to earn his M.B.A. in Investment Theory from the University of Wisconsin.

Why are you in investment management?

I have always been keen to understand the business proposition for various industries and companies and aid individuals in understanding how the investment industry operates. Moreover, I am inspired by the constant supply of new challenges and ideas to evaluate as the world becomes ever more complicated.

What do you love most about being part of Sage?

The quality of the people and the ethical nature with which they work to help their clients make smart, beneficial decisions in all areas of their financial lives.

What professional accomplishments are you most proud of?

The accomplishments I cherish most are the thanks I receive from individuals I have helped along the way.