What departments does Sage Financial Group have?

Sage Financial Group has employees across 4 departments including Engineering, Entrepreneurship, Finance, Information Technology.

What is the largest department at Sage Financial Group?

The largest department at Sage Financial Group is Finance with 4 employees.

Where are Sage Financial Group employees located globally?

Sage Financial Group has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Sage Financial Group's team size changed over time?

Sage Financial Group's team has decreased from approximately 87 to 41 employees based on available data.

Sage Financial Group Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Sage Financial Group is a privately held, independent investment and wealth management firm founded in 1989. Based in Conshohocken, Pennsylvania, it operates in the financial services industry and manages more than $3 billion in assets for more than 650 high-net-worth individuals and their families. Its founders also co-established Sage Online in 1995, an early investment internet venture that was later acquired by Multex.

In October 2023, PSK Advisory Services Pty acquired Sage Financial Group. The firm has received recognitions in recent years, including a No. 22 position on CNBC's 2023 Financial Advisor 100 list, with prior rankings of No. 63 in 2022 and No. 75 in 2021, and Barron's named it a top financial advisor for 2022. Disclosures associated with its materials note that information is not indicative of any client experience or future performance, and that past results are not a guarantee.

Sage Financial Group Global Highlights

North America
76

United States Of America
76

Oceania
3

Australia
3

Sage Financial Group's Leadership

R. C.
Chief Executive Officer
Mobile Phone
Email
C. L.
Chief Technology Officer
Mobile Phone
Email
R. J.
President
Mobile Phone
Email
P. T.
Chairman
Mobile Phone
Email
B. K. C.
Senior Wealth Manager
Mobile Phone
Email
B. K. C.
Associate Wealth Manager
Mobile Phone
Email
B. K.
Senior Wealth Manager
Mobile Phone
Email
B. K.
Senior Wealth Manager
Mobile Phone
Email

Sage Financial Group Employee Metrics

100%

50%

0%

2026

2025

Finance
Administrative
Accounting
Analytics
Operations
Other
Information Technology
Banking
Business
Legal

Contact profiles from Sage Financial Group

Name

Title

Contact

Location

Last Update

L. T.
Client Service Manager
Mobile Phone
Email
Oct 23, 2024
M. B.
Executive Wealth Manager
Mobile Phone
Email
Oct 18, 2024
R. C.
Wealth Manager
Mobile Phone
Email
Sep 04, 2026
C. C.
Senior Investment Officer
Mobile Phone
Email
Oct 22, 2024
J. G.
Senior Investment Officer
Mobile Phone
Email
Oct 18, 2024
K. P.
Principal
Mobile Phone
Email
Oct 22, 2024
W. W.
Principal
Mobile Phone
Email
Oct 23, 2024
J. Y.
Investment Reporting Associate
Mobile Phone
Email
Aug 31, 2026
R. J.
Investment Officer
Mobile Phone
Email
Oct 16, 2024
S. M.
Database Administrator Specialist
Mobile Phone
Email
England
Sep 03, 2026

Frequently Asked Questions

What is Sage Financial Group known for?

Sage Financial Group was founded in 1989 and operates in the Financial Services industry. Explore Sage Financial Group's company overview page for more information.

What is Sage Financial Group's most common email format?

Sage Financial Group employees' email format typically follows the pattern of FLast@sagefinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Sage Financial Group email formats with LeadIQ.

How many employees does Sage Financial Group have currently?

Sage Financial Group has approximately 57 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Sage Financial Group's key employees and leadership?

As of August 2026, Sage Financial Group's key employees include:

Chief Executive Officer: R. C.
Chief Technology Officer: C. L.
President: R. J.
Chairman: P. T.
Senior Wealth Manager: B. K. C.

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Sage Financial Group Employee Directory

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