Sage Mountain Advisors Employee Directory

Q: What is Sage Mountain Advisors known for?

Sage Mountain Advisors was founded in 2018. Sage Mountain Advisors operates in the Financial Services industry.

Q: How many employees does Sage Mountain Advisors have currently?

Sage Mountain Advisors has approximately 33 employees.

Q: Who are Sage Mountain Advisors's key employees and leadership?

Sage Mountain Advisors's key employees include: Founder/Chief Executive Officer: S. M. N., Chief Compliance Officer & Chief Operating Officer: W. I., Chief Operating Officer And Partner: B. Y., Co-Founder & Chief Investment Officer: T. C..

Financial ServicesGeorgia, United States11-50 Employees

Sage Mountain is an all-inclusive wealth management firm and alternative investing community.  We provide concierge-level service dedicated to protecting and enhancing a family's net worth for this generation and the next.

Find Sage Mountain Advisors employees' phone numbers or email addresses

Sage Mountain Advisors Global Highlights

North America
38

United States Of America
38

Sage Mountain Advisors's Leadership

W. I.
Chief Compliance Officer & Chief Operating Officer
Mobile Phone
Email
B. Y.
Chief Operating Officer And Partner
Mobile Phone
Email
S. M. N.
Founder/Chief Executive Officer
Mobile Phone
Email
T. C.
Co-Founder & Chief Investment Officer
Mobile Phone
Email
C. P.
Partner And Wealth Advisor
Mobile Phone
Email
A. P.
Partner
Mobile Phone
Email
W. T.
Partner And Wealth Advisor
Mobile Phone
Email
B. H.
Managing Partner | Director Of Finance & Operations
Mobile Phone
Email

Sage Mountain Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Business
Entrepreneurship
Other
Legal

Contact profiles from Sage Mountain Advisors

Name

Title

Contact Info

Location

Last Update

R. A.
Director Of Investment Strategy
Mobile Phone
Email
United StatesGeorgia
Mar 08, 2024
M. B.
Director Of Reporting
Mobile Phone
Email
United StatesGeorgia
Oct 26, 2025
M. W.
Executive Assistant & Office Manager
Mobile Phone
Email
United StatesGeorgia
Jan 29, 2026
J. D.
Senior Portfolio Manager
Mobile Phone
Email
United States
Nov 16, 2025
A. E.
Senior Portfolio Manager
Mobile Phone
Email
United StatesGeorgia
Oct 23, 2025
J. H.
Senior Investment Associate
Mobile Phone
Email
United StatesGeorgia
Jan 27, 2026
D. P.
Senior Client Service Associate
Mobile Phone
Email
United StatesGeorgia
Oct 22, 2025
L. F.
Senior Client Services Associate
Mobile Phone
Email
United StatesGeorgia
Jan 20, 2026
A. C.
Senior Client Services Associate
Mobile Phone
Email
Aug 10, 2025
T. B.
Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Oct 20, 2025

Frequently Asked Questions

What is Sage Mountain Advisors known for?

Sage Mountain Advisors was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 945 East Paces Ferry Road Northeast Atlanta, Georgia United States. Explore Sage Mountain Advisors's company overview page for more information.

What is Sage Mountain Advisors's most common email format?

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

How many employees does Sage Mountain Advisors have currently?

Sage Mountain Advisors has approximately 33 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Sage Mountain Advisors's key employees and leadership?

As of February 2026, Sage Mountain Advisors's key employees include:

Chief Compliance Officer & Chief Operating Officer: W. I.
Chief Operating Officer And Partner: B. Y.
Founder/Chief Executive Officer: S. M. N.
Co-Founder & Chief Investment Officer: T. C.
Partner And Wealth Advisor: C. P.

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