Sage Financial Group
Daphne Richards is an experienced Wealth Manager at Sage Financial Group, where management of over $3 billion in assets includes delivering investment management and financial planning services to over 650 high-net-worth individuals and their families since February 2020. Prior experience includes a role as Client Consultant in Relationship Management & Sales at Vanguard, during which Daphne utilized a needs-discovery approach to improve client portfolios through tailored solutions. Daphne also held positions at Vanguard as a Flagship Client Service Specialist, where responsibilities included assisting high-net-worth clients with mutual fund trades and sales lead goals. Earlier experience includes internships at JPMorgan Chase & Co. and CliftonLarsonAllen, where Daphne acquired valuable insights into the finance industry and contributed to various client and financial management tasks. Educational background includes a Bachelor of Business Administration in Marketing from Hofstra University, obtained in 2018.
Sage Financial Group
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.