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Sage Mountain Advisors

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At Sage Mountain we are committed to working with individuals and families to realize their financial goals, enrich their futures and shape a new generation of possibilities.

Industries

Finance

Headquarters

Atlanta, United States

Employees

11-50

Links

Org chart

Scott Neu

Co-Founder and CEO

Scott Neu

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Tony Cox

President, Partner & Chief Investment Officer

Whitney Imeraj

Partner, COO & Chief Compliance Officer

Allison Wagner

Partner & Director of Client Services

Christine Phelps

Partner & Wealth Advisor

Matthew Bone

Director Of Reporting

Ryan Kittrell

Director of Financial Planning

John Darby

Senior Portfolio Manager

Anna Esoda

Senior Portfolio Manager

Ned Douthat

Wealth Advisor

Will Tuggle

Wealth Advisor

Aly Lakdawala

Senior Financial Analyst

Alyzain Lakdawala

Senior Financial Analyst

Ryan Sheffield

Financial Analyst

Teams

Investment Management

7 members

Finance Team

6 members

Client Services Team

4 members

Leadership Team

3 members

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