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Sageworth Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Sageworth functions as a private trust company and a shared family office, focusing on investment management, fiduciary administration, and long-term wealth planning. Founded in 2001 and based in Lancaster, Pennsylvania, the firm provides a range of financial services. It targets families and individuals seeking integrated oversight of investments and governance across generations.

Within the financial services landscape, Sageworth serves families with complex wealth, offering integrated planning and fiduciary oversight. Based in Lancaster, it operates as a small to mid-sized firm focused on continuity and prudent asset management across generations. The company emphasizes long-term wealth stewardship and governance over short-term transactional activity.

Find Sageworth employees' phone numbers or email addresses

Sageworth Global Highlights

Location
Employees

North America
68

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  • United States Of America
    68

Sageworth's Leadership

  • Chief Investment Officer at Sageworth
    D. P.
    Chief Investment Officer
  • Chief Investment Officer at Sageworth
    W. E.
    Chief Investment Officer
  • President Chief Executive Officer at Sageworth
    J. A.
    President Chief Executive Officer
  • President at Sageworth
    J. H.
    President
  • Assistant Vice President at Sageworth
    J. S.
    Assistant Vice President
  • Director Investment Operations at Sageworth
    M. S.
    Director Investment Operations
  • Wealth Advisor at Sageworth
    A. F. C. C.
    Wealth Advisor
  • Wealth Strategist at Sageworth
    D. C.
    Wealth Strategist

Sageworth Employee Metrics

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

Contact profiles from Sageworth

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at Sageworth
    D. P.
    Chief Investment Officer
    Oct 22, 2024
  • President Chief Executive Officer at Sageworth
    J. A.
    President Chief Executive Officer
    Oct 17, 2024
  • President at Sageworth
    J. H.
    President
    Oct 17, 2024
  • Chief Investment Officer at Sageworth
    W. E.
    Chief Investment Officer
    Oct 17, 2024
  • Assistant Vice President at Sageworth
    J. S.
    Assistant Vice President
    Oct 21, 2024
  • Director Investment Operations at Sageworth
    M. S.
    Director Investment Operations
    Oct 18, 2024
  • Wealth Advisor at Sageworth
    A. F. C. C.
    Wealth Advisor
    Aug 05, 2024
  • Wealth Strategist at Sageworth
    D. C.
    Wealth Strategist
    Oct 17, 2024
  • General Counsel at Sageworth
    D. K.
    General Counsel
    Oct 21, 2024
  • Executive Administrator at Sageworth
    J. R.
    Executive Administrator
    May 27, 2025

Frequently Asked Questions

What is Sageworth known for?

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Sageworth operates in the Financial Services industry. You can contact Sageworth's main corporate office by phone at . Explore Sageworth's company overview page for more information.

What is Sageworth's most common email format?

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Sageworth employees' email format typically follows the pattern of FLast@sageworth.com. Trying to find reliable and up-to-date employee contact data? Find more Sageworth email formats with LeadIQ.

How many employees does Sageworth have currently?

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Sageworth has approximately 47 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sageworth's key employees and leadership?

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As of August 2026, Sageworth's key employees include:

  • Chief Investment Officer: D. P.
  • Chief Investment Officer: W. E.
  • President Chief Executive Officer: J. A.
  • President: J. H.
  • Assistant Vice President: J. S.

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