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.