Sage Professionals

Lasting Partnerships Start Here: Our firm of skilled professionals has decades of collective experience. Not only are they experts in their field, they’re genuinely dedicated to the clients that they serve. This commitment shows in every interaction, every day.

Sage Investment Professionals

Robert G. Smith

AIF®, CIMC | President & Chief Investment Officer, Managing Partner

Robert C. Peck

Managing Partner, Investment Strategy

Robert D. Williams

CFA | Managing Partner, Director of Research

Thomas H. Urano

CFA | Managing Partner, Portfolio Management

Jeffery S. Timlin

CFA, CMT | Managing Partner, Portfolio Management

Komson Silapachai

CFA | Partner, Research & Portfolio Strategy

Sage Business Development & Client Service Professionals

Gregory J. Figaro

AIF® | Managing Partner

Michael D. Walton

AIF® | Managing Partner, Consultant & Client Relations

Allison C. Hartman

Partner, Director of Operations