Profilo
Mr. John P.
Evans, II, is a Managing Director & Chief Investment Counsel at SageView Advisory Group LLC.
Mr. Evans provides clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants.
As SageView’s Chief Investment Counsel, he utilizes his knowledge and experience of Profit Sharing/401(k) plans, Defined Benefit plans, Money Purchase Pensions plans, 403(b) plans, Nonqualified/Deferred Compensation plans, investment analysis, and monitoring.
He is a voting member of the SageView Investment Committee and also supports our clients as member of the 3(38), equity research and Institutional Asset Allocation sub-committees.
He has over 20 years of retirement services experience, he has worked with several major banks and consulting firms.
He began his career as a Trust Accountant for Riggs National Bank of Washington, D.C.
in 1990.
Mr. Evans earned a B.A. from the University of Maryland and has attained the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies-University of Pittsburgh.
He also holds multiple securities registrations.
Posizioni attive di Jack Evans
| Società | Posizione | Inizio |
|---|---|---|
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Analyst-Equity | 01/01/2007 |
Formazione di Jack Evans
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Finance |
















