Sage Professionals

Lasting Partnerships Start Here: Our firm of skilled professionals have 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, Principal

Mark C. MacQueen

Principal, Managing Director

Robert C. Peck

Principal, Investment Strategy

Sean C. Krasan

Principal, Managing Director

Robert D. Williams

CFA | Principal, Managing Director

Thomas H. Urano

CFA | Principal, Managing Director

Jeffery S. Timlin

CFA, CMT | Principal, Managing Director

Meghan P. Elwell

J.D., AIFA® | Director of Strategy Development

Anthony J. Parish

CFA, CQF | Director of Quantitative Strategies


Sage Business Development &
Client Service Professionals

Gregory J. Figaro

AIF® | Principal, Managing Director

Michael D. Walton

AIF® | Principal, Managing Director

Dustin Finley

Vice President, Consultant & Client Relations