Arthur serves as the Vice President of National Accounts for Sage. He began his investment career in 2003 with Invesco AIM Investments in Houston, where he worked in various relationship management and client servicing roles. Upon moving to the Live Music Capital of the World and joining Sage, Arthur served as a Regional Director for the Northeast region. He received his B.A. degree in Finance from the University of Houston. Arthur loves to travel and visit his friends and family around the world. In his free time, he enjoys trying delicious new foods and cheering for the World Series champions Houston Astros.

Greg serves as Director of Insurance Solutions at Sage Advisory Services, focusing on the development of portfolio management strategies and risk management solutions for both commercial insurance companies and risk-bearing entities in the world of alternative risk transfer. In 2024 and for the fourth consecutive year, he was recognized by Captive International as Insurance Asset Manager of the Year.  In 2025, he made entry into Captive Review’s prestigious Global Power 50 for the second time. He also serves as a faculty member for investments at the International Center for Captive Insurance Education.

Greg began his career holding Senior Portfolio Manager roles at SunTrust and Bank of America, with a keen focus on insurance company portfolio management. Later roles included Managing Director and Chief Investment Officer for Sovereign Advisers, and Lead Strategist and Director of Fixed Income at Boyd Watterson Asset Management. He holds a BS in Economics from the University of North Carolina at Chapel Hill and is a member of the CFA Institute.

Jessica serves as the Director of Marketing Communications, responsible for shaping the overall marketing, branding, and collateral efforts of the firm. Jessica began her career in financial communications in 2010, serving as managing editor at The Wall Street Transcript. Following stints as a business journalist at The New York Times’ DealBook and the Financial Times-owned Mergermarket, Jessica spent four years as an equity research analyst at the Minneapolis-based investment bank Dougherty & Company. She earned her M.A. degree in Business Journalism from New York University and her B.A. degree from the University of Florida (go Gators!). Jessica lives in Austin with her husband and two children. She’s a member of the Junior League of Austin and Sage’s DEI Professional Development Committee. She loves to travel, run, and explore new outdoor spaces.

Wade is a Partner and Chief Compliance Officer at Sage. Wade joined Sage’s Compliance department in 2013 and was promoted to Chief Compliance Officer in 2020. Prior to joining Sage, Wade served as the Chief Compliance Officer of Veritrust Financial, LLC, a dually registered firm based in Austin, Texas. Wade received his B.A. degree in Finance from the University of Wisconsin-Whitewater. Additionally, Wade has received his Investment Adviser Certified Compliance Professional (IACCP®) designation, is a member of the National Society of Compliance Professionals (NSCP), and is an active member of the Austin Compliance Roundtable. He loves spending time with his wife and two daughters, cooking, and spending time doing various outdoor activities.

Bob serves as a Principal, National Sales Director at Sage. Bob began his investment career in 2000 as a Regional Sales Director at The Hartford. Later, he served as a Senior Advisor Consultant and Vice President at OppenheimerFunds. Bob received a B.S. degree in Marketing from Arizona State University. He holds the CIMA designation bestowed by the Investment Management Consultants Association for his study at the Wharton School of Business at the University of Pennsylvania. In addition, he holds the Certified Retirement Planning Consultant designation from the College for Financial Planning as well as the Certified Fixed Income Practitioner (CFIP) designation from the Fixed Income Academy.