Sage Financial Group Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Founded in 1989, Sage Financial Group is a privately held, independent, Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 clients.

Sage has been recognized as a top wealth manager nationally by industry publications Barron's, Wealth Manager Magazine, The Financial Times, and Financial Advisor Magazine, and locally, by the Philadelphia Business Journal and Philadelphia Magazine. Sage has been featured and/or cited in The Wall Street Journal, SmartMoney magazine, Financial Planning magazine, Inc. magazine and CNBC.

In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients.

DISCLOSURE

Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s).

In addition, set forth on this page may be "likes" or "comments" posted by visitors to the Sage LinkedIn profile page. These "likes" or "comments" do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client.

For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.

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Sage Financial Group Global Highlights

North America
96

United States Of America
95
Canada
1

Oceania
11

Australia
11

Africa
2

South Africa
2

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
France
1

Sage Financial Group's Leadership

D. C.
Chief Executive Officer
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R. C.
Chief Executive Officer
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C. L.
Chief Technology Officer
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A. C.
Co-Founder, Co-President
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A. C.
President
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A. R.
President
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Email
J. S.
Partner
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K. C.
Owner
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Sage Financial Group Employee Metrics

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50%

0%

2024

2023

Finance
Administrative
Accounting
Analytics
Operations
Other

Contact profiles from Sage Financial Group

Name

Title

Contact Info

Location

Last Update

A. C.
Co-Founder, Co-President
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Email
United StatesPennsylvania
Aug 02, 2023
A. C.
President
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Email
Oct 21, 2024
A. R.
President
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Mobile Phone
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Email
United StatesColorado
Sep 12, 2024
C. L.
Chief Technology Officer
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Email
Oct 17, 2024
D. C.
Chief Executive Officer
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Email
UNITED STATES
Jul 12, 2023
J. S.
Partner
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Email
United StatesPennsylvania
Oct 23, 2024
K. C.
Owner
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Email
United StatesArizona
Oct 22, 2024
M. B.
Partner
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Email
United StatesPennsylvania
Oct 01, 2024
P. T.
Chairman
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Email
AustraliaWestern Australia
Oct 22, 2024
R. J.
President
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Email
Oct 23, 2024

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 Dr Conshohocken, Pennsylvania 19428 US. 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 54 employees as of June 2024. These team members are located across 4 continents, including North AmericaOceaniaAfrica.

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

As of June 2024, Sage Financial Group's key employees include:

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

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