SageView Advisory Group
- Teams
- Management Team
Management Team
About
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.
Team members
Chris Reagan
Managing Director
David W Lum
Managing Director
HB
Howard Biggs
Managing Director
Jack Evans
Managing Director & Chief Inve...
Jeffrey M. Petrone
Managing Director
Jon T. Upham
President / Head Of Institutio...
Larry Deatherage
Managing Director
Mark Kordonsky
Managing Principal & Chief Ris...
Sean King
Principal
WD
William Dowd
Managing Principal
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