SageView Advisory Group is a California-based investment advisory firm.

Consulting

Venture Capital

SageView Advisory Group

SageView Advisory Group's headquarters in Newport Beach, CA, United States

Randy Long

Tom Lobaugh

Natasha Pfeiffer

Mark Foster

Jeffrey Gratton

Stephen Popper

Jessica Neves Menezes

Rebecca Searles

Jennifer Chan Purisima

Sarah Parker

Lesley Wedlock

Jon Chambers

Robert Patton

David W Lum

Michael A. Coelho

Mark Kordonsky

Rodney Balbuena

Chris Reagan

Tony Franchimone

Larry Deatherage

Jeffrey M. Petrone

Howard Biggs

Tara Egan

Chris Donnelly

Steve Gaven

The Leadership Team at SageView Advisory Group is responsible for setting strategic direction, overseeing operational excellence, and ensuring the company meets its financial and service goals. Comprising executive leaders such as the CEO, Chief Human Resources Officer, and Chief Financial Officer, among others, this team collaboratively drives growth initiatives, maintains regulatory compliance, and enhances client service standards across the firm’s investment advisory services.

Leadership Team

The Management Team at SageView Advisory Group is responsible for setting strategic direction, overseeing investment and wealth management operations, managing institutional retirement services, ensuring regulatory compliance, and optimizing risk management processes to achieve the firm's goals and enhance client value.

Management Team

The Wealth Management Team at SageView Advisory Group provides tailored investment advice and financial planning services to high-net-worth clients. They focus on wealth preservation, growth strategies, and personalized advisory services to help clients achieve their financial goals. Their responsibilities include portfolio management, retirement planning, estate planning, and tax-efficient investment strategies.

Wealth Management Team

The Finance and Investment team at SageView Advisory Group is responsible for developing and implementing investment strategies, managing financial planning and analysis, overseeing corporate finance, and ensuring accurate financial reporting. They provide expert insights to optimize investment portfolios and support strategic financial decisions for clients and the firm.

Finance and Investment

The Retirement Plan Services team at SageView Advisory Group specializes in providing comprehensive advisory services for retirement plans. They manage client relationships, offer strategic consulting, address institutional needs, and enhance participant education and engagement to optimize retirement outcomes for plan sponsors and their employees.

Retirement Plan Services

The Operations team at SageView Advisory Group is responsible for streamlining and optimizing internal processes, ensuring regulatory compliance, and enhancing technological efficiency. They support corporate development initiatives, manage wealth management operations, and oversee marketing strategies to maintain seamless business functions.

Operations

SageView Advisory Group

Org chart

Teams

Leadership Team

Management Team

Wealth Management Team

Finance and Investment

Retirement Plan Services

Operations

Offices

SageView Advisory Group

Org chart

Teams

Leadership Team

Management Team

Wealth Management Team

Finance and Investment

Retirement Plan Services

Operations

Offices

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