What departments does Sage Financial Group have?

Sage Financial Group has employees across 6 departments including Engineering, Finance, Information Technology, Operations, Legal.

What is the largest department at Sage Financial Group?

The largest department at Sage Financial Group is Finance with 6 employees.

Where are Sage Financial Group employees located globally?

Sage Financial Group has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Sage Financial Group's team size changed over time?

Sage Financial Group's team has decreased from approximately 87 to 41 employees based on available data.

Sage Financial Group Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Sage Financial Group is a privately held, independent investment and wealth management firm founded in 1989. Based in Conshohocken, Pennsylvania, it operates in the financial services industry and manages more than $3 billion in assets for more than 650 high-net-worth individuals and their families. Its founders also co-established Sage Online in 1995, an early investment internet venture that was later acquired by Multex.

In October 2023, PSK Advisory Services Pty acquired Sage Financial Group. The firm has received recognitions in recent years, including a No. 22 position on CNBC's 2023 Financial Advisor 100 list, with prior rankings of No. 63 in 2022 and No. 75 in 2021, and Barron's named it a top financial advisor for 2022. Disclosures associated with its materials note that information is not indicative of any client experience or future performance, and that past results are not a guarantee.

Sage Financial Group Global Highlights

North America
66

United States Of America
66

Oceania
4

Australia
4

Sage Financial Group's Leadership

D. C.
Chief Executive Officer
Mobile Phone
Email
R. C.
Chief Executive Officer
Mobile Phone
Email
C. L.
Chief Technology Officer
Mobile Phone
Email
R. J.
President
Mobile Phone
Email
S. C.
Co-Founder, Co-President
Mobile Phone
Email
A. C.
Co-Founder, Co-President
Mobile Phone
Email
M. B.
Partner
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email

Sage Financial Group Employee Metrics

100%

50%

0%

2026

2025

Finance
Administrative
Accounting
Analytics
Operations
Other
Information Technology
Banking
Business
Legal

Contact profiles from Sage Financial Group

Name

Title

Contact Info

Location

Last Update

S. C.
Co-Founder, Co-President
Mobile Phone
Email
United StatesPennsylvania
Mar 18, 2026
A. C.
Co-Founder, Co-President
Mobile Phone
Email
United StatesPennsylvania
Mar 13, 2026
M. B.
Partner
Mobile Phone
Email
United StatesPennsylvania
Jun 17, 2025
J. S.
Partner
Mobile Phone
Email
United StatesPennsylvania
May 31, 2026
C. L.
Chief Technology Officer
Mobile Phone
Email
Oct 17, 2024
D. C.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Jul 12, 2023
P. T.
Chairman
Mobile Phone
Email
AustraliaWestern Australia
Jan 23, 2026
R. J.
President
Mobile Phone
Email
Oct 23, 2024
R. C.
Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
S. C.
Vice President
Mobile Phone
Email
UNITED STATES
Mar 25, 2026

Frequently Asked Questions

What is Sage Financial Group known for?

Sage Financial Group was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 300 Barr Harbor Drive Conshohocken, Pennsylvania 19428 United States. Explore Sage Financial Group's company overview page for more information.

What is Sage Financial Group's most common email format?

Sage Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sage Financial Group email formats with LeadIQ.

How many employees does Sage Financial Group have currently?

Sage Financial Group has approximately 56 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Sage Financial Group's key employees and leadership?

As of May 2026, Sage Financial Group's key employees include:

Chief Executive Officer: D. C.
Chief Executive Officer: R. C.
Chief Technology Officer: C. L.
President: R. J.
Co-Founder, Co-President: S. C.

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Sage Financial Group Employee Directory

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