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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

Collapse
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
HB
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

+7

Wealth Management Team

10 members

+4

Finance and Investment

7 members

+5

Retirement Plan Services

8 members

+4

Operations

7 members

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