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Sage Advisory Employee Directory

Investment ManagementTexas, United States51-200 Employees

Sage is an independent investment management firm headquartered in Austin, Texas, that serves the institutional and private client marketplace with traditional fixed income asset management, responsible investing portfolios, global tactical ETF strategies and liability-driven investment solutions. *Sage does not approve or endorse any third-party communications on this site.

Find Sage Advisory employees' phone numbers or email addresses

Sage Advisory Global Highlights

Location
Employees

North America
89

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  • United States Of America
    89

Europe
2

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  • Norway
    1
  • Luxembourg
    1

Oceania
2

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  • Australia
    2

Sage Advisory's Leadership

  • Stylized image of a person
    M. D.
    Chief Executive Officer And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Vice President Portfolio Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Partner-Portfolio Management Team
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Vice-President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Vice President, National Accounts
    Phone icon
    Mobile Phone

Sage Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Analytics
  • Community & Social Services
  • Other
  • Consultant

Contact profiles from Sage Advisory

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Regional Director - Southeast - Fl, Ga, Al, Pr
    Phone icon
    Mobile Phone
    Mar 24, 2026
  • Stylized image of a person
    R. F.
    Regional Director, Mid-Atlantic
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    B. C. L.
    Regional Director - Northeast Region
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 23, 2026
  • Stylized image of a person
    D. K.
    Regional Director
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. T.
    Managing Director , Business Development
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. R. E.
    Associate Portfolio Manager
    Phone icon
    Mobile Phone
    United States
    Jan 20, 2026
  • Stylized image of a person
    B. P.
    Principal
    Phone icon
    Mobile Phone
    United StatesMississippi
    Apr 13, 2026
  • Stylized image of a person
    J. B.
    Executive Advisor
    Phone icon
    Mobile Phone
    United States
    Jan 27, 2026
  • Stylized image of a person
    D. A.
    Operations Associate
    Phone icon
    Mobile Phone
    United States
    Dec 11, 2025
  • Stylized image of a person
    A. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Nov 11, 2024

Frequently Asked Questions

What is Sage Advisory known for?

Minus sign iconPlus sign iconSage Advisory was founded in 1996 operates in the Investment Management industry. The company's main headquarters is located in Austin, Texas United States; you can contact the main corporate office by phone at
+1-512-327-****
. Explore Sage Advisory's company overview page for more information.

What is Sage Advisory's most common email format?

Minus sign iconPlus sign iconSage Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sage Advisory email formats with LeadIQ.

How many employees does Sage Advisory have currently?

Minus sign iconPlus sign iconSage Advisory has approximately 72 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Sage Advisory's key employees and leadership?

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As of June 2026, Sage Advisory's key employees include:

  • Chief Executive Officer And Founder: M. D.
  • Vice President Portfolio Management: A. D.
  • President: B. S.
  • President: P. C.
  • Partner-Portfolio Management Team: S. H.

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