Sage Advisory Employee Directory

Q: What is Sage Advisory known for?

Sage Advisory was founded in 1996. Sage Advisory operates in the Investment Management industry.

Q: How many employees does Sage Advisory have currently?

Sage Advisory has approximately 74 employees.

Investment ManagementTexas, United States51-200 Employees

Sage is an independent investment management firm headquartered in Austin, Texas, that serves the institutional and private client marketplace with traditional fixed income asset management, responsible investing portfolios, global tactical ETF strategies and liability-driven investment solutions. *Sage does not approve or endorse any third-party communications on this site.

Find Sage Advisory employees' phone numbers or email addresses

Sage Advisory Global Highlights

North America
90

United States Of America
90

Europe
2

Norway
1
Luxembourg
1

Oceania
1

Australia
1

Sage Advisory's Leadership

M. D.
Chief Executive Officer And Founder
Mobile Phone
Email
J. S.
Chief Financial Officer/Cco
Mobile Phone
Email
L. T.
Vice President Of Insitutional Business Development And Consultant Relations
Mobile Phone
Email
W. U.
Vp Compliance
Mobile Phone
Email
A. D.
Vice President Portfolio Management
Mobile Phone
Email
J. S.
Vice President - Quantitative Strategies
Mobile Phone
Email
R. G. S.
President & Co-Cio
Mobile Phone
Email
B. S.
President
Mobile Phone
Email

Contact profiles from Sage Advisory

Name

Title

Contact Info

Location

Last Update

A. S.
Regional Director - West
Mobile Phone
Email
United StatesColorado
Dec 11, 2025
C. W.
Regional Director - Southeast - Fl, Ga, Al, Pr
Mobile Phone
Email
United StatesFlorida
Dec 11, 2025
J. A.
Regional Director
Mobile Phone
Email
United StatesTexas
Dec 11, 2025
R. F.
Regional Director, Mid-Atlantic
Mobile Phone
Email
Dec 11, 2025
T. B.
Regional Director
Mobile Phone
Email
United StatesPennsylvania
Dec 11, 2025
K. E.
Director, Client Administration
Mobile Phone
Email
United StatesTexas
Dec 11, 2025
B. C. L.
Regional Director - Northeast Region
Mobile Phone
Email
United StatesNew York
Dec 11, 2025
D. K.
Regional Director
Mobile Phone
Email
Oct 16, 2024
M. T.
Managing Director , Business Development
Mobile Phone
Email
Oct 23, 2024
C. R. E.
Associate Portfolio Manager
Mobile Phone
Email
United States
Dec 11, 2025

Frequently Asked Questions

What is Sage Advisory known for?

Sage Advisory was founded in 1996 operates in the Investment Management industry; you can contact the 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?

Sage Advisory employees' email format typically follows the pattern of . 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?

Sage Advisory has approximately 74 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Sage Advisory's key employees and leadership?

As of December 2025, Sage Advisory's key employees include:

Chief Executive Officer And Founder: M. D.
Chief Financial Officer/Cco: J. S.
Vice President Of Insitutional Business Development And Consultant Relations: L. T.
Vp Compliance: W. U.
Vice President Portfolio Management: A. D.

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