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Meet Our Team

Our experienced professionals are dedicated to providing exceptional service and investment expertise to help you achieve your goals.

Executive Team

Our executive leadership team guides Sage's strategic vision and ensures operational excellence.

Bob Smith, AIF® & CIMC

President and Co-Chief Investment Officer

Bob co-founded Sage in 1996 and serves as President and Co-CIO. He leads the Investment Committee and holds an MBA in Finance.

Thomas Urano, CFA

Co-CIO and Managing Partner

With over 25 years of experience in fixed income strategy, Thomas serves as Co-CIO and he leads Sage’s portfolio management team.

Robert Williams, CFA

Chief Investment Strategist

Rob has over 25 years in investment strategy and asset allocation, helping guide Sage’s portfolio direction and investment approach.

Michael Walton, AIF®

Exec. Partner, Consultant & Client Relations

Michael oversees Sage’s institutional business with over 30 years of experience in fixed income, consultant relations, and strategic client engagement.

Bob Moser, CIMA®, CFIP®, CRPC®

Exec. Partner, Head of Private Client Group

Bob drives strategic growth at Sage with deep market insight and a client-first approach, leading a high-performing sales team.

Investment Professionals

Our investment team brings decades of experience in fixed income markets and portfolio management.

Thomas Urano, CFA

Co-CIO and Managing Partner

With over 25 years of experience in fixed income strategy, Thomas serves as Co-CIO and he leads Sage’s portfolio management team.

Jeff Timlin, CFA, CMT

Managing Partner

Jeff is the lead portfolio manager for Sage’s municipal bond strategies and a member of the Investment Committee.

Robert Williams, CFA

Chief Investment Strategist

Rob has over 25 years in investment strategy and asset allocation, helping guide Sage’s portfolio direction and investment approach.

Relationship Management

Our relationship management professionals are here to support your investment needs and answer your questions.

Institutional Consultant and Client Relations Team

Michael Walton, AIF®

Exec. Partner, Consultant & Client Relations

Michael oversees Sage’s institutional business with over 30 years of experience in fixed income, consultant relations, and strategic client engagement.

Sean McShea

Executive Vice President

Sean brings over 25 years of fixed income experience, now leading innovation in insurance-linked securities and catastrophe bonds.

Sean Krasan

Managing Partner, Consultant & Client Relations

Sean brings over 37 years experience in the financial industry and is part of the institutional client service team.

Private Client Team

Bob Moser, CIMA®, CFIP®, CRPC®

Exec. Partner, Head of Private Client Group

Bob drives strategic growth at Sage with deep market insight and a client-first approach, leading a high-performing sales team.

Amy Swearingen

Senior Regional Consultant - West

Amy leads internal sales and supports advisors in the West, drawing on over 35 years in finance to help grow our fixed income and ETF offerings.

Arthur Cherches

Vice President of National Accounts

Arthur develops strategic partnerships with broker-dealers, banks, and RIAs, ensuring alignment with organizational goals for long-term success.

Enterprise Management

Our enterprise management team ensures smooth daily functioning and supports all business activities.

John Slais

Managing Partner and Chief Financial Officer

John is a Managing Partner and Chief Financial Officer, specializing in financial management and compliance.

Allison Hartman

Partner and Director of Operations

Allison leads operations and investment performance at Sage, backed by two decades of financial and analytical expertise.

Wade Uloth, IACCP

Partner and Chief Compliance Officer

Wade ensures Sage adheres to laws, regulations, and internal policies by developing and implementing compliance programs, providing training, monitoring activities, and fostering an ethical culture.

Media Contacts

For media inquiries and press-related matters, please contact our communications team.

Jessica McHugh

Director of Marketing Communications

Jessica leads marketing communications strategy and oversees all marketing initiatives and brand messaging for Sage.

Rachel Acuña

Marketing Communications Associate

Rachel is responsible for helping shape the overall marketing, branding, and collateral efforts of the firm.