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SageView Advisory Group

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

Industries

Consulting, Venture Capital

Headquarters

Newport Beach, US

Employees

201-500

Links

Org chart

Randy Long

CEO

Randy Long

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Christina Walsh

Chief Financial Officer

Natasha Pfeiffer

Chief Legal Officer

Steve Gaven

Chief Growth Officer

Jon T. Upham

President / Head Of Institutional Retirement

Chris Donnelly

Chief Advisory Services Officer

Tara Egan

Chief Human Resources Officer

Jeffrey M. Petrone

Managing Director

Debbie Clark

Director Of Operations

Larry Deatherage

Managing Director

Pete Burford

Sales And Business Development Manager

Howard Biggs

Managing Director

Teresa Matthews-Fletcher

Vice President, Wealth Management Operations

Christina Kidd

Director, Business Technology

Kolleen Schocke

Vp, Wealth Management Marketing & Operations

Teams

+16

Leadership Team

19 members

+12

Management Team

15 members

Wealth Management Team

10 members

Finance and Investment

7 members

Retirement Plan Services

8 members

Operations

7 members

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