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, Principal

Robert C. Peck

Principal, Investment Strategy

Robert D. Williams

CFA | Principal, Managing Director

Thomas H. Urano

CFA | Principal, Managing Director

Jeffery S. Timlin

CFA, CMT | Principal, Managing Director

Gregory H. Cobb

Vice President, Investment Strategy

Sage Business Development & Client Service Professionals

Gregory J. Figaro

AIF® | Principal, Managing Director

Michael D. Walton

AIF® | Principal, Managing Director

Lily Tu

Vice President, Business Development & Consultant Relations