Kevin Megargel Cfa, Cfp®

Kevin Megargel, CFA, CFP®, currently serves as an Executive Wealth Manager at Sage Financial Group since March 2023. Prior experience includes over 15 years at Vanguard, where roles encompassed Outsourced Chief Investment Officer and multiple Senior Investment Strategist positions focused on defined contribution advice and consulting for plan sponsors. Responsibilities included portfolio construction, financial planning, and performance analysis. Earlier, Kevin Megargel worked as a Financial Advisor at Morgan Stanley. Academic credentials include an MBA in Finance and International Business from Villanova University and a B.S. in Accounting and Finance from the University of Maryland.