Sapient Private Wealth Management Employee Directory

Financial ServicesOregon, United States11-50 Employees

Sapient Private Wealth Management
It is our view that prudent wealth management begins with a different mindset.  We design plans for the expected, add cushions for the unexpected, and reach for the possibilities when the right moments come along.  What does that mean?  It means we start by protecting the downside, seeking to reduce portfolio volatility thereby giving clients the confidence to stay disciplined in both strong and weak markets.  Through this process we are always pushing the boundaries of ‘the possible’.

Find Sapient Private Wealth Management employees' phone numbers or email addresses

Sapient Private Wealth Management Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Sapient Private Wealth Management's Leadership

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    J. E.
    Chief Investment Officer
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    G. E.
    Principal-Chief Executive Officer
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    D. K.
    Partner
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    K. M.
    Partner And Co-Founder
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    S. R.
    Wealth Manager, Certified Financial Planner
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    A. E.
    Client Relationship Manager
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    R. A.
    Wealth Manager
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    M. L.
    Wealth Manager
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Contact profiles from Sapient Private Wealth Management

Name
Title
Contact Info
Location
Last Update
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    J. F.
    Manager
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    United StatesOregon
    Aug 14, 2025
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    M. L.
    Client Relationship Manager
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    Oct 23, 2024
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    R. A.
    Wealth Manager
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    Jul 31, 2024
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    S. S.
    Client Relationship Manager
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    Oct 22, 2024
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    A. R.
    Principal
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    United StatesOregon
    Oct 21, 2025
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    M. B.
    Client Concierge
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    United StatesOregon
    Sep 10, 2025

Frequently Asked Questions

What is Sapient Private Wealth Management known for?

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Sapient Private Wealth Management was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 101 East Broadway, Suite 480; you can contact the main corporate office by phone at . Explore Sapient Private Wealth Management's company overview page for more information.

What is Sapient Private Wealth Management's most common email format?

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Sapient Private Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sapient Private Wealth Management email formats with LeadIQ.

How many employees does Sapient Private Wealth Management have currently?

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Sapient Private Wealth Management has approximately 17 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sapient Private Wealth Management's key employees and leadership?

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As of December 2025, Sapient Private Wealth Management's key employees include:

  • Chief Investment Officer: J. E.
  • Principal-Chief Executive Officer: G. E.
  • Partner: D. K.
  • Partner And Co-Founder: K. M.
  • Wealth Manager, Certified Financial Planner: S. R.

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