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Sage Advisory Employee Directory

Investment ManagementTexas, United States51-200 Employees

Sage Advisory is an independent investment management firm based in Austin, Texas, serving institutional clients and private investors. Its services include traditional fixed income asset management, responsible investing portfolios, global tactical ETF strategies, and liability-driven investment solutions. The firm operates in the investment management industry to deliver risk-conscious, income-oriented strategies for its client base.

In November 2025, Sage Advisory announced a strategic collaboration with inCadense Corp. to expand its international reach. The firm has also earned industry recognition, including the 2025 Best Places to Work award from the Austin Business Journal.

Find Sage Advisory employees' phone numbers or email addresses

Sage Advisory Global Highlights

Location
Employees

North America
86

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  • United States Of America
    86

Oceania
3

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  • Australia
    2
  • New Zealand
    1

Europe
1

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  • Norway
    1

Sage Advisory's Leadership

  • Interim Chief Financial Officer – Insurance Sector at Sage Advisory
    J. M.
    Interim Chief Financial Officer – Insurance Sector
    Mobile Phone
  • Managing Director , Business Development at Sage Advisory
    M. T.
    Managing Director , Business Development
    Mobile Phone
  • Vice-President at Sage Advisory
    A. P.
    Vice-President
    Mobile Phone
  • Regional Director - Southeast - Fl, Ga, Al, Public Relations at Sage Advisory
    C. W.
    Regional Director - Southeast - Fl, Ga, Al, Public Relations
    Mobile Phone
  • Regional Director, Mid-Atlantic at Sage Advisory
    R. F.
    Regional Director, Mid-Atlantic
    Mobile Phone
  • Regional Director at Sage Advisory
    D. K.
    Regional Director
    Mobile Phone
  • Regional Consultant at Sage Advisory
    J. J.
    Regional Consultant
    Mobile Phone
  • Associate at Sage Advisory
    K. K.
    Associate
    Mobile Phone

Sage Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Analytics
  • Community & Social Services
  • Other
  • Consultant
  • Accounting

Contact profiles from Sage Advisory

Name
Title
Contact
Location
Last Update
  • Interim Chief Financial Officer – Insurance Sector at Sage Advisory
    J. M.
    Interim Chief Financial Officer – Insurance Sector
    Mobile Phone
    New Zealand, Auckland
    Sep 10, 2026
  • Managing Director , Business Development at Sage Advisory
    M. T.
    Managing Director , Business Development
    Mobile Phone
    Oct 23, 2024
  • Vice-President at Sage Advisory
    A. P.
    Vice-President
    Mobile Phone
    Oct 22, 2024
  • Regional Director - Southeast - Fl, Ga, Al, Public Relations at Sage Advisory
    C. W.
    Regional Director - Southeast - Fl, Ga, Al, Public Relations
    Mobile Phone
    Aug 28, 2026
  • Regional Director, Mid-Atlantic at Sage Advisory
    R. F.
    Regional Director, Mid-Atlantic
    Mobile Phone
    Apr 16, 2026
  • Regional Director at Sage Advisory
    D. K.
    Regional Director
    Mobile Phone
    Oct 16, 2024
  • Regional Consultant at Sage Advisory
    J. J.
    Regional Consultant
    Mobile Phone
    Oct 16, 2024
  • Associate at Sage Advisory
    K. K.
    Associate
    Mobile Phone
    Oct 23, 2024
  • Boss at Sage Advisory
    O. H.
    Boss
    Mobile Phone
    Norway
    Sep 03, 2026
  • Employee at Sage Advisory
    E. M.
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Sage Advisory known for?

Minus sign iconPlus sign iconSage Advisory was founded in 1996 and operates in the Investment Management industry. You can contact Sage Advisory's main corporate office by phone at
+1-512-327-****
. Explore Sage Advisory's company overview page for more information.

What is Sage Advisory's most common email format?

Minus sign iconPlus sign iconSage Advisory employees' email format typically follows the pattern of FLast@sageadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more Sage Advisory email formats with LeadIQ.

How many employees does Sage Advisory have currently?

Minus sign iconPlus sign iconSage Advisory has approximately 75 employees as of August 2026. These team members are located across 3 continents, including North America, Oceania and Europe.

Who are Sage Advisory's key employees and leadership?

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As of August 2026, Sage Advisory's key employees include:

  • Interim Chief Financial Officer – Insurance Sector: J. M.
  • Managing Director , Business Development: M. T.
  • Vice-President: A. P.
  • Regional Director - Southeast - Fl, Ga, Al, Public Relations: C. W.
  • Regional Director, Mid-Atlantic: R. F.

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