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.
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.