Sage Financial Group
John Yoo is an investment reporting associate at Sage Financial Group since September 2021, bringing a wealth of experience from previous roles in financial services. Prior positions include client associate at Forbes Family Trust and LGL Partners, where essential client support and performance analysis were integral. Earlier experience at JP Morgan Chase involved detailed performance return calculations, regulatory reporting, and composite creation. Additional roles at CheckFree Investment Services and Morgan Stanley focused on client service and operational support, enhancing performance reporting processes. John Yoo began a career as a performance analyst at Citigroup, addressing performance issues and creating comprehensive reports for financial consultants. John Yoo holds a Bachelor of Science degree in Business from the University of Massachusetts Lowell, obtained in 2000.