What departments does Sageworth have?

Sageworth has employees across 6 departments including Finance, Operations, Legal, Consultant, Administrative.

What is the largest department at Sageworth?

The largest department at Sageworth is Finance with 2 employees.

Where are Sageworth employees located globally?

Sageworth has employees across 1 continents and 1 countries including United States Of America.

How has Sageworth's team size changed over time?

Sageworth's team has grown from approximately 32 to 37 employees based on available data.

Sageworth Employee Directory

Q: Who are Sageworth's key employees and leadership?

Sageworth's key employees include: President Chief Executive Officer: J. A., Chief Investment Officer: D. P., Chief Investment Officer: W. E., President: J. H..

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.

Sageworth Global Highlights

North America
70

United States Of America
70

Sageworth's Leadership

D. P.
Chief Investment Officer
Mobile Phone
Email
W. E.
Chief Investment Officer
Mobile Phone
Email
J. A.
President Chief Executive Officer
Mobile Phone
Email
J. H.
President
Mobile Phone
Email
J. S.
Assistant Vice President
Mobile Phone
Email
M. S.
Director Investment Operations
Mobile Phone
Email
T. S. M. J. T.
Senior Legal Strategist
Mobile Phone
Email
A. F. C. C.
Wealth Advisor
Mobile Phone
Email

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

D. P.
Chief Investment Officer
Mobile Phone
Email
Oct 22, 2024
J. A.
President Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
J. H.
President
Mobile Phone
Email
Oct 17, 2024
W. E.
Chief Investment Officer
Mobile Phone
Email
Oct 17, 2024
J. S.
Assistant Vice President
Mobile Phone
Email
Oct 21, 2024
M. S.
Director Investment Operations
Mobile Phone
Email
Oct 18, 2024
T. S. M. J. T.
Senior Legal Strategist
Mobile Phone
Email
Oct 17, 2024
A. F. C. C.
Wealth Advisor
Mobile Phone
Email
Aug 05, 2024
D. C.
Wealth Strategist
Mobile Phone
Email
Oct 17, 2024
D. K.
General Counsel
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Sageworth known for?

Sageworth operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-717-735-****

. Explore Sageworth's company overview page for more information.

What is Sageworth's most common email format?

Sageworth employees' email format typically follows the pattern of . 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?

Sageworth has approximately 48 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Sageworth's key employees and leadership?

As of July 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Sageworth Employee Directory

Find Sageworth employees' phone numbers or email addresses

Name search is limited — try advanced search instead