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
Meghan P. Elwell
J.D., AIFA® | Vice President, Legal Counsel
Andrew K. Demand
CFA | Vice President, Portfolio Management
Nicholas C. Erickson
CFA | Vice President, Portfolio Management
Robert G. Smith
AIF®, CIMC | President & Chief Investment Officer, Principal
Bob co-founded Sage in 1996 and serves as the firm’s President and Chief Investment Officer and leads the Investment Committee. He began his career in 1970 at Moody's Investors Services as a member of the Corporate Bond Rating Committee; he then went on to Loeb, Rhodes & Co. to cover the insurance industry in the Institutional Equity Research department. He later worked at Merrill Lynch & Co. for 13 years in a variety of institutional research, trading and portfolio management roles in New York and London. During this period, he was assigned to the Saudi Arabian Monetary Agency as a Resident Financial Advisor in Riyadh responsible for managing the foreign reserves of the Central Bank. Bob Smith received his M.B.A. in Finance from New York University Stern School of Business, is an Accredited Investment Fiduciary (AIF) and Certified Investment Management Consultant (CIMC).
Robert C. Peck
Principal, Investment Strategy
Bob is a Principal of the firm and a senior member of the Investment Committee. He began his career in 1969 at Merrill Lynch Asset Management in New York, where he served as a portfolio manager and investment strategist. He then took the position of Senior Vice President and Manager of Fixed Income at Manufacturers Hanover Investment Corporation in New York. After his time in New York, Bob became the CIO and Executive Vice President of Fixed Income at Van Kampen American Capital in Houston. Adding to his investment experience, Bob then became CIO and Managing Director of Fixed Income Mutual Funds at Scudder Kemper Investments in Chicago. He received his M.B.A. in Economics from New York University Stern School of Business and his B.S. in Finance from Syracuse University. Beyond this, Bob is an adjunct member of LeTourneau University.
Robert D. Williams
CFA | Principal, Managing Director
Rob is a Principal and Managing Director of Research and a member of the Investment Committee. Rob began his investment career in 1997 at Merrill Lynch & Co. where he served as a Research Analyst. Later, he joined Mutual of New York as a Director of Asset Allocation Policy. He then took the position of Senior Fixed Income Strategist for UBS in New York. Rob received his B.A. in Management from the University of Colorado. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.
Thomas H. Urano
CFA | Principal, Managing Director
Thomas is a Principal and Managing Director of the firm and a member of the Investment Committee. He leads the portfolio management team overseeing Sage’s fixed income and equity strategies. Prior to joining Sage, Thomas worked at Credit Suisse Asset Management in New York trading fixed income assets and implementing investment strategy on behalf of the firm's institutional clients. Thomas began his career in 1996 as a fixed income portfolio analyst with Morgan Keegan. Thomas received his B.A. in Economics from The University of Texas at Austin and is a CFA charter holder and a member of the CFA Institute.
Jeffery S. Timlin
CFA, CMT | Principal, Managing Director
Jeff is a Principal and Managing Director of the firm and a member of the Investment Committee. He serves as a Portfolio Manager for the tax-exempt fixed income strategies. He began his career in 1997 as a Fixed Income Associate Trader with MFS Investment Management in Boston. He was also a former Client Account Manager with Brown Brothers Harriman & Co. in Boston. Jeff received his B.S. in Business Administration from Villanova University, is a Chartered Financial Analyst (CFA) and member of the CFA Institute, and is a Chartered Market Technician (CMT). He is also a member of the Market Technicians Association, the National Federation of Municipal Analysts and the Southern Municipal Finance Society.
Gregory H. Cobb
Vice President, Investment Strategy
Greg serves as Vice President of Investment Strategy at Sage with a focus on portfolio strategies and solutions for the Insurance industry. Greg began his career in 1987 as a Fixed Income Portfolio Manager for Barnett Banks of Florida. Later, he served as Senior Portfolio Manager for the Institutional Asset Management arms of both SunTrust and Bank of America with a specialization in Insurance Company Portfolio Management. From there, he served as Managing Director and Chief Investment Officer for Sovereign Advisers and most recently as Director of Fixed Income and Lead Strategist for Boyd Watterson Asset Management. Greg earned a BS in Economics from the University of North Carolina at Chapel Hill.
Meghan P. Elwell
J.D., AIFA® | Vice President, Legal Counsel
Meghan serves as Vice President, Legal Counsel at Sage. She began her career in 2005 as an associate with Bracewell & Giuliani LLP where she represented financial institutions, as well as other lenders and borrowers, in various types of secured and unsecured credit transactions. Meghan received her J.D., with honors, from the University of Texas School of Law and her B.A. in Mathematical Economic Analysis from Rice University. Meghan is an Accredited Investment Fiduciary Analyst™ (AIFA), a board member of CASA of Travis County and a member of the Junior League of Austin.
Andrew K. Demand
CFA | Vice President, Portfolio Management
Andrew serves as a Vice President of Portfolio Management at Sage. Andrew began his career in 2006 at the International Bank of Commerce First Equity, where he worked in mortgage accounting. Andrew received both his M.B.A. and B.A. degrees from Texas State University in San Marcos, Texas. Andrew is a Chartered Financial Analyst (CFA) and member of the CFA Institute. Andrew is an active volunteer for The Foundation for Prader-Willi Research and a member of their Leadership Circle.
Nicholas C. Erickson
CFA | Vice President, Portfolio Management
Nick serves as a Vice President of Portfolio Management at Sage. Nick began his investment career in 2004 as an Analyst with GMAC. Nick received his M.B.A. from Webster University in Missouri and a B.A. degree in Economics from Grinnell College in Iowa. Nick is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.
Seth B. Henry
CFA | Vice President, Portfolio Management
Seth serves as a Vice President of Portfolio Management at Sage. Seth joined Sage in 2006. His responsibilities include portfolio management, credit analysis, and trading. Seth received a B.A. degree in Finance from Hillsdale College in Michigan and is a Chartered Financial Analyst (CFA) and member of the CFA Institute.
Ryan C. O'Malley
CFA | Fixed Income Portfolio Strategist
Ryan O’Malley serves as Fixed Income Portfolio Strategist at Sage. Ryan began his investment career in 2004 as a Senior Equity Analyst at Origin Capital Management. He then worked as an Equity Analyst at Tidal Creek Capital Management, LLC. Later he worked as a Corporate Credit Analyst at Payden & Rygel. He received his M.B.A. from the Anderson School of Management from the University of California Los Angeles and his B.A. degree in Economics from Columbia University in New York City. Ryan is a Chartered Financial Analyst (CFA) and member of the CFA Institute.
David L. Luria
CFA | Vice President, Portfolio Management
David serves as a Vice President of Portfolio Management at Sage. David began his career in 2013 at Franklin Templeton Investments, where he worked within Franklin’s Fixed Income Portfolio Management Group. His previous responsibilities included portfolio construction, corporate credit research, quantitative analysis, and trading. He received his Master’s Degree in the Science of Finance as well as his B.A. degree in Economics & Finance from Florida State University. David is a Chartered Financial Analyst (CFA) and member of the CFA Institute.
Komson Silapachai
CFA | Vice President, Research & Portfolio Strategy
Komson serves as a Vice President of Research & Portfolio Strategy at Sage. He began his investment career in 2008 with the Teacher Retirement System of Texas where he served in a variety of asset allocation, portfolio management, and trading roles. He received his B.B.A. in Finance from Texas A&M University and is a Chartered Financial Analyst (CFA) and member of the CFA Institute. Komson was recognized by Chief Investment Officer Magazine in their “Forty Under Forty” list in 2015.
Douglas A. Benning
Research Analyst
Doug serves as a Research Analyst in the Quantitative Strategies Group with a focus on insurance solutions. His investment career began in 1999 at the Federal Home Loan Bank of Dallas, where he processed swap contracts and reconciled accounts. In 2005, Doug joined Sage’s account reconciliation and client services department, before transitioning to the liability driven investing and asset/liability management side of the business. His current responsibilities include insurance reporting, VBA programming, and equity and fixed income research. Doug holds a B.A. degree in Political Science and English from Purdue University, where he graduated as a member of the Phi Beta Kappa honor society.
Jae Y. Song
ASA | Research Analyst
Jae serves as the Research Analyst in Sage’s Quantitative Strategies Group. Jae began his professional career in 2013 at Nova 401 (k) Associates, where he spent four years working with pension plans as an Actuarial Analyst. In his role as an Actuarial Analyst, he gained knowledge and experience in aspects of pension and cash balance plan administration. Jae received his B.S. in Mathematics from the University of Texas at Austin. He has his actuarial designation (ASA) from the Society of Actuaries.
Emma L. Harper
ESG Research Analyst
Emma serves as Research Analyst for the ESG Risk Management team. She began her career in 2013 focusing on Retail Management and Product Administration followed by work in Private Wealth Management. She received her M.B.A. in Finance as a Forte Fellow from the Cox School of Business of Southern Methodist University and received her B.S. from the University of Texas at Austin.
John R. Sama
Research Analyst
John serves as a Research Analyst with a focus on portfolio strategies and solutions for the insurance industry. John began his career in 2008 as an Infantry Officer in the United States Marine Corps, where he held various platoon commander roles and was deployed to Helmand Province, Afghanistan, in support of Operation Enduring Freedom. After his service, John worked as an underwriter at Zurich North America and CNA Insurance, where he focused on Directors and Officers, Errors and Omission, and Employment Practices liabilities. John holds a B.S. degree in economics from Clemson University and an MBA in finance from the Cox School of Business at Southern Methodist University.
Andrew S. Poreda
Research Analyst
Andrew serves as a Research Analyst in Sage’s ESG & Quantitative Strategy Group. He began his career in 2006 as a Naval Aviator in the United States Navy, where he completed four deployments to the Middle East and Western Pacific while performing a variety of leadership roles during his 13 years of service. He presently serves as a Lieutenant Commander in the United States Naval Reserves. Andrew holds an MBA with Distinction from the Naval Postgraduate School and a B.A. degree in Economics from Rice University.
Sara B. Rodriguez
ESG Research Analyst
Sara serves as a Research Analyst for the ESG Risk Management team. She began her career with Sage in 2019, and her current responsibilities include analyzing holdings from an ESG perspective and creating marketing materials to present to clients. Sara holds a B.A. degree with Honors in Sustainability Studies from The University of Texas at Austin. Sara is currently in the process of attaining the Fundamentals of Sustainability Accounting (FSA) and Series 65 credentials.
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
Gregory J. Figaro
AIF® | Principal, Managing Director
Greg is a Principal and Managing director of the firm and serves as the head of Client Services. He began his career in 1981, as a Certified Public Accountant with KPMG. He later worked as a CFO for Morgens, Waterfall, and Vintiadis & Co. Before joining Sage in 2001, Greg was the Executive Vice President of Operations for Tejas Securities Group. He received his M.B.A. in Finance from Monmouth University and his B.S. from St. Joseph’s College. Greg is an Accredited Investment Fiduciary (AIF) and is also a member of the American Institute of CPA's.
Michael D. Walton
AIF® | Principal, Managing Director
Michael is a Principal and Managing Director of the firm and leads the Business Development Team. He began his career in 1996 with Invesco AIM Investments in a variety of senior marketing and supervisory roles within the organization’s marketing and financial advisor sales group. Later, he worked with U.S. Fiduciary, LLC (USF) in Houston, Texas, as the Director of Wealth Management Services. Michael received his B.A. degree from Texas Tech University in Lubbock, Texas. Michael is an Accredited Investment Fiduciary (AIF) and has a strong background in wealth management services as well as institutional distribution system design and management.
Lily Tu
Vice President, Business Development & Consultant Relations
Lily serves as the Vice President of Institutional Business Development and Consultant Relations. Lily began her career in 2005 with Goldman Sachs Wealth Management. Later, she worked for the top woman producer team ranked by Forbes and Barron's at Morgan Stanley Wealth Management and J.P. Morgan Securities. She successfully managed a client focused service team responsible for investment portfolio construction, asset allocation, and market research communications. Lily received her B.S. in Management Science and Information Systems as Valedictorian of her major from Rutgers University.
Sean F. McShea
Executive Vice President
Sean serves as Executive Vice President and Director of Institutional Business. In his role, Sean works with Sage investment professionals to provide investment management and liability advisory services. Sean has more than 25 years of demonstrated success and a broad-based leadership background that encompasses portfolio management, business development, and quantitative research. He began his career in 1987 as a Management Consultant at Accenture in their financial services practice. In 1993 he joined Ryan Labs, where he eventually served as the company’s President. He earned his Master’s in Business Administration from Columbia Business School with concentrations in finance and accounting, as well as a Bachelor of Science Degree with Distinction in Industrial Engineering from Worcester Polytechnic Institute.
Dustin Finley
Vice President, Consultant & Client Relations
Dustin serves as the Vice President of Consultant Services and Client Relations at Sage. Dustin began his career in 1998 as an Operations Manager with Bank of America’s housing services division. Later, he worked as a Senior Consultant at Consulting Services Group, LLC (CSG) in Memphis, TN, where he worked extensively with foundation and endowment clients, family offices and public corporate pension plans. Dustin received both his M.B.A and B.A. degrees in Marketing from Delta State University in Cleveland, MS.
Sean C. Krasan
Principal, Managing Director
Sean is a Principal and Managing Director of the firm and serves on the Consultant Relations and Client Services team. Prior to this role, Sean served as the Head of Systems and Operations since the inception of the firm in 1996. Sean began his investment career in 1989. Prior to Sage, Sean was a Trader & Account Executive at Smith Affiliated Capital. He received his M.B.A. in Finance from St. Edward’s University and his B.A. from the State University of New York.
John R. Slais
Principal, Managing Director
John is a Principal, Managing Director and Chief Financial Officer of Sage Advisory Services, Ltd. Co. John began his career in 1983 as a Certified Public Accountant at Ernst & Young. John received his B.S. in Business Administration and Accounting from Harding University and is currently a voting member of the American Institute of Certified Public Accountants. He was the CFO of Capitol Securities Group in Austin, Texas where he initiated and structured their merger with Morgan Keegan. After Capitol Securities Group, John was Vice President at a regional broker/dealer and served as Vice President of Texas Capital Markets, Inc. He then went on to become CFO of Riviere Jenison Securities. John has additionally served as Director and Treasurer of the Travis County Municipal Utility District and additional profit and nonprofit organizations.
Bob Moser
CIMA®, CFIP®, CRPC® | Senior Vice President, National Sales Director
Bob serves as Senior Vice President, 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 has 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.
Wade T. Uloth
IACCP | Vice President, Chief Compliance Officer
Wade serves as Chief Compliance Officer at Sage. Wade began his career in 2001 in Sales & Operations with Ameriprise Financial working with retail clients throughout the nation. Later, he served as the Chief Compliance Officer (CCO) of Veritrust Financial, LLC, a dually registered firm, based in Austin, Texas. Wade received his B.A. in Finance from the University of Wisconsin-Whitewater.
Arthur L. Cherches
Vice President, National Accounts
Arthur serves as Vice President of National Accounts for Sage. Arthur began his investment career in 2003 with Invesco AIM Investments where he worked in various relationship management and client servicing roles. While at Sage, Arthur has served as a Regional Director, covering the Northeast representing Sage’s fixed income & ETF investment management services. He received his B.A. degree in Finance from the University of Houston.
Kimberly F. Sowers
CIMA® | Regional Director - Southern
Kim serves as a Regional Director for the South representing Sage’s fixed income and ETF investment management services. Kim began her career in 1999 as a Financial Advisor at UBS, formerly Paine Webber. She then went on to work as a Financial Advisor at Advest Bank & Trust. Later, Kim worked as a Consultant with Independent Portfolio Consultants. She received her B.A. degree in Finance from the University of Florida and received the CIMA® designation bestowed by the Investment Management Consultants Association® for her study at the Wharton School of Business at the University of Pennsylvania.
Zachary T. Sooter
Regional Director - Central
Zac serves as a Regional Director for the Central region representing Sage’s fixed income and ETF investment management services. Zac began his career in 2006 in a Financial Advisory role at Harris Bank. He then worked as an Internal Consultant with Genworth Financial Wealth Management. He received his B.A. degree from Northeastern State University.
Brian D. Larson
Regional Director - Northeast
Brian serves as a Regional Director for the Northeast representing Sage’s fixed income and ETF investment management services. Brian began his career in 1996 as a Financial Advisor first at Gruntal and Co. and then at Morgan Stanley. He went on to work at Prudential Investments and AXA Advisors as a Divisional Director for both of their advisory platforms. Later, Brian served as Senior Vice President and Partner with Boyd Watterson, covering the Advisor Channel, RIA’s, Family Offices and Investment Consultants. He attended St. John’s University, where he studied Communications.
Thomas J. Bourg
Regional Director - Mid Atlantic
Tom serves as a Regional Director for the Mid Atlantic region representing Sage’s fixed income and ETF investment management services. Tom began his career in 2001 at MetLife in Chicago, Illinois. He then went on to join Van Kampen Investments, which was later acquired by Invesco, and worked as Regional Vice President in the Mid Atlantic region. Tom attended Illinois State University, where he earned his degree in Business Administration.
Dale J. Korman
CFP®, CIMA® | Regional Director - Southeast
Dale serves as a Regional Director for the Southeast representing Sage’s fixed income and ETF investment management services. Dale began his career in 2006 as an Internal Wholesaler at Neuberger Berman. He went on to work for First Eagle Funds and Novak & Powell Financial Services where he worked as a senior marketing representative. Dale is an honor graduate of Penn State University-Schreyer Honors college and received a B.S. Degree in Mathematics. He is also a Certified Investment Management Analyst (CIMA) and a Certified Financial Planner (CFP).
Jessica A. McHugh
Director of Marketing Communications
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. Jessica earned her M.A. degree in Business Journalism from New York University and her B.A. degree from the University of Florida.
Ashley R. Potts
Regional Consultant – South/Midwest
Ashley serves as the Regional Consultant for the South and Midwest regions. She began her investment career in 2009 with RiverStone Wealth Management in Austin, Texas. Ashley was a Registered Client Associate and then became RiverStone’s Compliance Administrator for their three Texas branches. In 2013 Ashley joined Raymond James & Associates, where she worked as a Senior Registered Sales Associate while also personally managing a small book of business at the firm. She organized performance reviews, conducted extensive research and account analysis, as well as maintained various client relationships and account service requests. At Sage, Ashley works closely with Kimberly Sowers and Zachary Sooter to cover the Southern and Midwest regions of the United States.
Andrew R. Hinnant
Regional Consultant - Southeast & Northeast
Andy serves as the Regional Consultant for the Southeast and Northeast. He began his career in 2015 as an Analyst/Underwriter at First National Bank in their Small Business Administration group in Charlotte, NC. He later joined UBS Financial Services in Austin, Texas, where he worked as a licensed Wealth Planning Associate. Andy received his B.A. degree in Economics from the College of William & Mary and holds the Accredited Wealth Management Advisor designation from the College for Financial Planning. At Sage, Andy works closely with Brian Larson and Dale Korman to cover the Southeast and Northeastern regions of the United States.
Amy C. Neves
Regional Consultant - West & Mid Atlantic
Amy serves as the Regional Consultant for the Pacific Northwest, West, and Mid Atlantic regions. Prior to joining Sage, she served as a Senior Internal Sales professional with Resolute Investment Managers and American Beacon Advisors, Inc., where she was responsible for developing and supporting independent and brokerage firm Financial Advisors. Prior to this role, Amy worked with Invesco Aim Distributors, Inc. as a Business Development Manager. Amy attended Southwestern University in Georgetown, Texas. At Sage, Amy works closely with Bob Moser and Tom Bourg to cover the Western and Mid Atlantic regions of the United States.