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Andy Brown
Gestore di Portafoglio-Azioni presso Sage Financial Group, Inc.
Profilo
Mr. Andrew C.
Brown is an Executive Wealth Manager at Sage Financial Group, Inc.
Mr. Brown worked for several years with a private high net worth wealth management firm in Los Angeles, where he gained particular expertise in handling concentrated stock and stock options.
Before that he spent five years at the USDA, where he honed his eye for detail working with state administrators to improve the efficiency and accuracy of State and Federal benefits programs.
After college, he worked in Haiti as a small business development volunteer with the Peace Corps.
He holds a BA in History from the University of Colorado at Boulder.
He is a Certified Financial Planner professional.
Posizioni attive di Andy Brown
Società | Posizione | Inizio |
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Sage Financial Group, Inc.
![]() Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Gestore di Portafoglio-Azioni | 01/01/2010 |
Formazione di Andy Brown
University of Colorado Boulder | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Sage Financial Group, Inc.
![]() Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Finance |
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