Sage Financial Group
Joe Gallagher, CFA, serves as a Senior Investment Officer and member of the Investment Committee at Sage Financial Group since August 2017, where responsibilities include overseeing investment strategy development and implementation, as well as conducting comprehensive investment research across multiple asset classes. Prior to this role, Joe Gallagher held various positions at J.P. Morgan from June 2010 to August 2017, including Investment Officer and Senior Investment Analyst, contributing to investment advice for ultra-high-net-worth clients and managing projects within the Private Bank Investments Middle Office. Joe Gallagher's educational background includes a Graduate Degree in Advanced Finance from The Wharton School and a Bachelor of Science in Accounting and Finance from the University of Delaware.