“We are a team of hard-working, highly ethical people, driven to help our clients achieve their goals.”

Mitch Bednoff, CPA

Executive Wealth Manager, Principal | BIO +

Our people drive our performance.

Sage clients are surrounded by great people: people who are intelligent, who have specific areas of expertise, and who truly care about the impact they can have on a client’s financial life.

Every interaction our clients have with us is characterized by:

  • Honesty
  • Integrity
  • Respect
  • Responsiveness
  • Accountability
  • Transparency

And because we have had no Principal turnover since inception, our clients have relationships that are stable, consistent, and familiar.

We’ve hand selected our team, and we hand select each client’s personal advisory team, too. Because we believe that building relationships matters just as much as growing assets.

JOIN OUR TEAM

Our People

  • Alan Cohn, CFP® Co-Founder, Co-President
  • Stephen Cohn, CFP® Co-Founder, Co-President
  • Mitch Bednoff, CPA Executive Wealth Manager, Principal
  • John Sion, CFP® Executive Wealth Manager, Principal
  • Jeffrey Karpel, MBA Executive Wealth Manager, Partner
  • Andy Brown, CFP® Executive Wealth Manager
  • Lucy Steitz, CFP® Executive Wealth Manager
  • George Harris, CPA Senior Wealth Manager
  • Gregg Ridge, CFP® Senior Wealth Manager
  • Brandon Baker, CPA Senior Wealth Manager
  • Adam Greene, CPA Associate Wealth Manager
  • Darren Gubernick Director, Sage Real Estate Group
  • Craig Carpenter, CFP® Director, Investment Division
  • Rebecca Anderson Director, Engagement and Communications
  • Maylee Marsano, J.D., LL.M. Trusts and Estates Counsel
  • Betty Prange, MBA Senior Manager, Investment Reporting
  • David Hulnick Senior Manager, Information Technology
  • Maureen Howarth Manager, Investment Reporting
  • Mary Lieberman Administrative Operations Manager
  • Cathie Verdi Operations Administrator
  • Ryan Correia, CPA Controller
  • Karen Aprile Billing Coordinator
  • Darlene Cohn Compliance Associate
  • Alec Hanna, CPA Tax and Cash Flow Management Analyst
Alan Cohn, CFP® Co-Founder, Co-President

Alan oversees the firm’s investment management services, and finances, while working with Stephen on strategic planning and the growth of Sage’s advisory service offerings. He has over 30 years in the financial services industry and has been named one of the most influential people in the investment world by The Wall Street Journal and SmartMoney Magazine, one of the top 40 business leaders under the age of 40 by the Philadelphia Business Journal, and was recognized by Philadelphia Magazine as one of “100 People to Watch.” He is co-author of The Sage Guide to Mutual Funds (HarperCollins). Alan is regularly recognized as a FIVE STAR WEALTH MANAGER by Philadelphia Magazine.

Alan graduated magna cum laude from the University of Delaware with a B.S. in Finance and attended the University of Pennsylvania’s Wharton Executive MBA program.

Alan is an active member of the Ben Franklin Technology Partners’ Board of Directors, the Jewish Federation of Greater Philadelphia Investment Committee, and the Philadelphia Youth Basketball Development Committee. He lives in Penn Valley with his wife, Darlene, and two of their four children (two sets of twins). He loves to spend time with his family, to read, listen to music, play tennis, and travel.

What do you love most about Sage?
That we are a team of hard-working, highly ethical people driven to help our clients achieve their financial and personal goals and to make the world a better place.

How should people think about their wealth or investing?
Like a fine wine, investments require careful selection and take time to mature. When they are ready to be appreciated, they are very satisfying.

Stephen Cohn, CFP® Co-Founder, Co-President

Stephen oversees the firm’s wealth management teams and business development, while working with Alan on strategic planning and the growth of Sage’s advisory service. He has over 30 years in the financial services industry. He has been named one of the most influential people in the investment world by The Wall Street Journal and SmartMoney Magazine, one of the top 40 business leaders under the age of 40 by the Philadelphia Business Journal, and was recognized by Philadelphia Magazine as one of “100 People to Watch.” Stephen co-authored The Sage Guide to Mutual Funds (HarperCollins). He is regularly recognized as a FIVE STAR WEALTH MANAGER by Philadelphia Magazine.

Stephen graduated from Ithaca College with a B.S. in Finance and Economics. He serves on the Board of Directors at Alex’s Lemonade Stand Foundation and is Chairman of the Foundation Board of Directors at Mastery Charter School.

What inspires you about your job?
Having a small role in people’s personal success, whether they are colleagues or clients, provides real purpose to my work.

What particular qualities do you contribute to the Sage team and the client experience?
I believe founders can provide a unique competitive advantage for the company if they channel their strengths, perspective, and energy in the right direction. I try to lead by example, by working hard, being ethical, caring, and respectful.

Mitch Bednoff, CPA Executive Wealth Manager, Principal

Mitch joined Sage in 1997, and the long-term relationships he has with his clients is one of his greatest professional rewards. He is a Certified Public Accountant (CPA) who worked as a Senior Accountant for Richard A. Eisner & Co. in New York before coming to Sage. Mitch has been recognized repeatedly as a FIVE STAR INVESTMENT ADVISOR by Philadelphia Magazine.

Mitch graduated from The Ohio State University with a B.S. in Accounting. Mitch is on the Board of Directors and is the Treasurer of Simon’s Fund, a local non-profit dedicated to raising awareness about the conditions that lead to sudden cardiac arrest and death in children.

What inspires you about your job?
Every client is unique and different, and I enjoy getting to know them and their families. I love that I have been doing this for 20 years now and have seen so many of my clients’ plans come to life.

What do you love most about being part of Sage?
I love the culture, I love the people I work with, and I love working as a team to help our clients get the best level of service possible. I feel fortunate to be part of a team that puts so much into making the client experience a great one.

 

John Sion, CFP® Executive Wealth Manager, Principal

John joined Sage in 1998 after a short stint in management for a Fortune 1000 company. In addition to managing relationships, John oversees the firm’s compliance department. John is recognized regularly by Philadelphia Magazine as a FIVE STAR WEALTH MANAGER.

John earned a B.S. in Business Administration, majoring in Finance, from Villanova University. Following college, he was commissioned as an officer in the United States Navy and served for four years as a Surface Warfare Officer, specializing in anti-submarine warfare. He had extensive deployments to the Mediterranean Sea, Persian Gulf, and the Baltic area.

John  is Chairman of the Board for Mother Teresa Regional Catholic School in King of Prussia.

What do you love about being part of Sage?
I love being able to help clients on a daily basis. Whether that is helping address an outside-the-box question about their finances, or calmly keeping them on course during stormy market environments. I’ve loved investments since I was a teenager, and I think I have an affinity and the talent to help match the most appropriate investments to meet each person’s individual goals.

What particular qualities do you contribute to the Sage team and the client experience?
I am analytical, empathetic toward the issues that clients face, willing to take a team-based approach to create solutions, driven to produce the best results for our clients, an independent thinker, and not afraid to speak up if I think things need to be done differently to produce the best results.

Jeffrey Karpel, MBA Executive Wealth Manager, Partner

Jeff is passionate about problem solving. Prior to joining Sage, he spent approximately 20 years working in strategic planning, corporate planning, operations, and management for several multinational firms. During this time, he spent many years in Japan, putting his East Asian studies to good use and improving his Japanese.

In addition to his global perspective, Jeff brings a tremendous amount of acumen and relevant life experience to his role as a wealth manager. Nothing gets past Jeff. He is a dedicated champion of his clients’ financial goals and personal happiness. Jeff has been recognized as a FIVE STAR INVESTMENT ADVISOR by Philadelphia Magazine multiple years in a row.

Jeff obtained his A.B. in East Asian Studies from Harvard University and his M.B.A from Villanova University.

Why are you in wealth management?
I find it gratifying to apply my analytic skills in ways that help people meet their life goals.

What do you love most about being part of Sage?
I spent many years before Sage working in a Japanese business culture that genuinely puts clients on a pedestal. Sage provides me an outlet to continue to do the same.

Andy Brown, CFP® Executive Wealth Manager

Prior to joining Sage, Andy 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. He holds a B.A. in History from the University of Colorado, Boulder. After college, Andy worked in Haiti as a small business development volunteer with the Peace Corps. During that time, he helped establish a regional agricultural cooperative in order to increase market presence and product profitability.

Andy has been recognized by Philadelphia Magazine as a FIVE STAR WEALTH MANAGER.

What inspires you about your job?
I enjoy the analytical aspect of planning, but I find it most rewarding to watch clients send their kids to college or enter into retirement with confidence that their financial future is sound and in good hands.

What do you love most about being part of Sage?
The people I work with every day. They make it a pleasure to come to work.

 

Lucy Steitz, CFP® Executive Wealth Manager

As an Executive Wealth Manager, Lucy works directly with clients on a daily basis. She has spent over 20 years in the financial services industry and has been recognized repeatedly as a FIVE STAR WEALTH ADVISOR by Philadelphia Magazine. Prior to joining Sage, Lucy was Vice President, Financial Advisor for CoreStates Capital Advisors in Newtown and for Wachovia Wealth Management and predecessor banks. She currently serves on the Distribution Committee of the Bucks County Foundation. Lucy is past chairperson of the Women in Business committee of the Central Bucks Chamber of Commerce and past board member of the Bucks County Children’s Museum.

Lucy earned her B.A. with university and departmental honors and M.P.A. degrees from Lehigh University, including a Junior Year Abroad at the London School of Economics. She is a classically trained singer.

What inspires you about your job?
I feel like Superwoman when I earn “trusted advisor” status with my clients. I also particularly enjoy teaching women about investing and financial health.

What particular qualities do you have that contribute to the Sage team and the client experience?
I bring compassion, empathy, and persistence to my work.

George Harris, CPA Senior Wealth Manager

George works with clients on a daily basis, helping them with investment strategy and developing very clear, personalized financial plans. He is a certified public accountant (CPA) who spent 23 years as a controller for investment firms before joining Sage in 2012.

George earned his B.S. in Accounting from the University of Delaware. He is the District Roundtable Commissioner for Boys Scouts of America (Baden-Powell District) and a Committee Member for Troop 542.

Why are you in wealth management?
It may sound cliché, but I entered the field of wealth management to make a difference in people’s lives. While money is not everything, it is a means to accomplish many goals in life, such as providing a college education for children, retiring comfortably, providing for philanthropic causes, and enjoying a fulfilling lifestyle. I’m inspired when I can add value for our clients by helping them create organization and purpose in an area so many feel is one of disarray and chaos.

What particular qualities do you contribute to the Sage team and the client experience?
I have a very personal, compassionate, and conscientious mindset. I have very strong analytical skills, and I really enjoy the challenge of developing a cohesive, straightforward plan with numerous moving pieces.

Gregg Ridge, CFP® Senior Wealth Manager

As a Senior Wealth Manager, Gregg works directly with clients on a daily basis. Prior to joining Sage in 2012, Gregg worked at Charles Schwab for 4 years so he is particularly strong at helping clients put all the pieces together.

Gregg earned a B.S. in Health Policy and Management from Providence College and his M.S. in Financial Services from Saint Joseph’s University.

Why are you in wealth management?
I’ve always had an interest in finance, but I was drawn by the opportunity to work with individuals and develop financial plans unique to their needs. The most rewarding aspect of working with our clients is the evolution of the relationship from financial advisor to trusted advisor and, with some relationships, to personal friendship.

What do you love most about being part of Sage?
Sage has created a culture centered on putting the client’s interests first, it is great to be in a workplace with a deep commitment to doing well by our clients.

 

Brandon Baker, CPA Senior Wealth Manager

As a Senior Wealth Manager, Brandon works with clients on a daily basis. He is a Certified Public Accountant (CPA) who worked as a tax analyst and an auditor at Ametek before joining Sage. Brandon graduated from Lubbock Christian University with B.A.s in Finance and Accounting. He is an Advisory Board Member for the Lubbock Christian University Foundation.

What inspires you about your job?
Being able to help our clients reach their life goals. Almost all life goals have a financial component. When we solve that component, we bring our clients closer to realizing their life goals.

How should people think about investing and their wealth?
Wealth is one tool in your tool belt you can use to accomplish your life goals. The best way to really be successful is to give your wealth a purpose and a plan.

Adam Greene, CPA Associate Wealth Manager

Adam has always had a strong passion for helping others grow financially and personally. He began his career at Ernst & Young where he earned his CPA. Adam graduated with honors and distinction from Pennsylvania State University’s Schreyer Honors College with a B.S. in Accounting with a concentration in Finance, and a minor in the Legal Environment of Business. He is a certified yoga instructor.

What inspires you about your job?
The fact that every day at work I know I am helping make a difference in people’s lives and well-being.

What particular qualities do you have that contribute to the Sage team and the client experience?
My passion for being attentive and knowing how to listen for clients’ financial goals and worries. I have a strong analytical ability with my CPA background.

Darren Gubernick Director, Sage Real Estate Group

Darren focuses on sourcing, investing in, and managing the development of unique private investments opportunities. He is also available to help clients explore private opportunities they may have outside of Sage.

Prior to joining Sage in 2006, Darren was president of Gubernick Beverage Inc., the largest beverage wholesaler/retailer in the city of Philadelphia from 1990 up until its sale in 2003. During the same time, he created several real estate partnerships, founded a property management firm in the Philadelphia region, and served as a strategic consultant for several private equity funds.

Darren graduated with a B.S. in Business Administration from the George Washington University, majoring in Finance. He is a licensed real estate broker in Pennsylvania.

What inspires you about your job?
I enjoy evaluating opportunities for clients that are outside of the typical equity fund investment. It is one of our unique service options. I love helping clients and learning about new nuances of industries and companies.

How should people think about their wealth or investing?
Put everything into real estate (that’s a joke, sort of).

Craig Carpenter, CFP® Director, Investment Division

Craig oversees investment research and strategy, providing investment leadership to the firm and communicating Sage’s economic and investment outlook to clients. Craig joined Sage in 2005 and spent several years working with one of the firm’s partners directly managing client relationships.

Prior to joining Sage, Craig was pursuing a Ph.D. at Princeton. He graduated summa cum laude from Cornell University with a B.A., double-majoring in Classics and English. He also earned the Master of Divinity degree summa cum laude from Westminster Seminary, and he holds the Master of Theology degree from Princeton Seminary.

Why are you in wealth management?
I like to think deeply about the ways in which seemingly disparate points can form an intelligible mosaic. I am very interested in the behavioral aspects of wealth management and like to think about not only what decisions are made, but how they are made.

How should people think about their wealth or investing?
People should think about investing less often than they probably do. Wealth should be a means to some virtuous ends, and not an end in itself.

Rebecca Anderson Director, Engagement and Communications

Rebecca directs efforts around marketing and communications, practice management, strategic initiatives related to client engagement, and the day-to-day operations of the client services team. She also oversees recruiting and the development of Sage’s distinctive team culture.

Rebecca graduated cum laude from Harvard College with an A.B. in English and American literature. She went on to earn her M.A. and C.Phil. in American literature from the UCLA where she focused on 19th century American poetry. Before joining Sage, Rebecca spent ten years as a freelance editor for clients ranging from Harvard Business Review and MIT’s Sloane Management Review to New York Times best-selling memoirists.  She was the Director of Communications at Friends’ Central School, and part of the marketing team at Ballard Spahr, a national law firm based in Philadelphia.

Rebecca is Programs Chair on the Board of the Harvard Club of Philadelphia.

What do you love most about being part of Sage?
That it is a family business. The drive to build something special and unique is very much a part of the everyday culture.

What particular qualities do you have that benefit the Sage team and the client experience?
I am a good listener; new projects excite me; and I have an unwavering sense of responsibility for my work and, most importantly, the people in my life.

Maylee Marsano, J.D., LL.M. Trusts and Estates Counsel

Maylee works with Sage’s clients and their immediate family members on all aspects of trusts and estates planning. She is available to review existing documents and estate plans, help establish new estate plans, and, identify ways to minimize state and federal estate tax exposure.

Prior to joining Sage, Maylee worked for seven years at one of the premier international law firms with headquarters in Philadelphia, and most recently at two boutique law firms where she was responsible for all aspects of estate administration and estate document drafting, including creation of estate plans as well as review of inheritance, estate, and gift tax issues.

Maylee earned her B.A. in Social Work with honors from Ohio University. She earned her J.D. and her LL.M. in Taxation from Temple University, Beasley School of Law.

Maylee currently serves as the Chair of the Parents’ Committee for GreeneTowne Montessori School and regularly participates in the Wills for Survivors and the Volunteer Income Tax Assistance programs.

What inspires you about your job?
Helping clients to achieve their goals and having the opportunity to work with wonderful individuals and families.

What particular qualities do you have that contribute to the Sage team and the client experience?
The ability to listen to the needs of clients and team members and then to analyze and work together to develop solutions. I contribute my knowledge of estate planning and trusts and estates law to each situation, which is unique to the Sage team.

Betty Prange, MBA Senior Manager, Investment Reporting

Betty oversees the investment reporting team which manages the production of all client portfolio review materials. Prior to joining Sage in 2011, Betty spent the majority of her career at Unisys Corporation working in project management, financial and strategic planning, business operations, and accounting and reporting.

She holds an MBA in Marketing and Finance from New York University’s Stern School of Business, a BA in Business Administration and French from the University of South Florida, and a Certification in French Language and Literature from the University of Neuchatel in Switzerland.

Betty is an active volunteer at Francisvale Home for Smaller Animals and is passionate about animal rescue and travel (though the two tend to be mutually exclusive).

What inspires you about your job?
I love learning, sharing, and improving.

What particular qualities do you have that contribute to the Sage team and the client experience?
I am a creative problem solver, dedicated to continuous improvement.

David Hulnick Senior Manager, Information Technology

David oversees Sage’s technology strategy including management of our current systems and software and the development and execution of technology upgrades so that the firm can operate efficiently, provide the best client experience possible, and meet our long-term objectives. He is also part of the team responsible for preparing investment reports for clients.

Prior to coming to Sage, David spent more than 15 years in the non-profit space working in information technology and operations for the Greater Delaware Valley chapter of the National Multiple Sclerosis Society.

David graduated from the Pennsylvania State University with a B.S. in Management Science and Information Systems.  He volunteers for the Jewish Federation of Southern New Jersey and is a committee member for PJ Library of Southern New Jersey.

Describe what inspires you about your job.
I love to improve processes and create efficiencies. I am afforded the opportunity to do this on a daily basis at Sage.

What do you love most about being part of Sage?
Working at Sage, you feel like you are part of a team. Everyone works well together.

Maureen Howarth Manager, Investment Reporting

As part of the investment reporting team, Maureen is responsible for producing portfolio performance reports ahead of client review meetings. She also manages monthly invoicing for clients and performs trading.

Before joining Sage in 2012, Maureen spent 2 years working in sales reporting support and 8 years working as a relationships manager for asset management firms.

Maureen graduated from Cabrini College with a B.S. in Mathematics. She is the Secretary of the Board of Luv-N-Bunns Rabbit Rescue.

What inspires you about your job?
Feeling valued as a member of the firm.

What particular qualities do you have that contribute to the Sage team and the client experience?
I am self-motivated and able to ensure rapid turnaround on reporting.

Mary Lieberman Administrative Operations Manager

Mary keeps Sage coordinated and running smoothly. Her regular interaction with clients around scheduling adds an extra layer of personalization to their experience. She also supports many of the client-service related initiatives and helps to manage and optimize our contact database.

Mary joined Sage in 2014. Before that she worked as a dental assistant for a private practice in Hatfield. Mary attended Abington Nursing School.

What inspires you about your job?
I am motivated by the opportunity I have at Sage to make every client experience an exceptional one. And I am proud of the personal connection I have been able to forge with so many of our clients.

What particular qualities do you contribute to the Sage team and the client experience?
I love talking with people and getting to know about their lives. I am very organized and I like to help make the business of each day easier for others.

Cathie Verdi Operations Administrator

Cathie serves as the primary point of contact with our custodians, Charles Schwab, Fidelity, and TD. She oversees account administration, and helps the wealth managers respond to clients’ requests related to the movement of money.

Cathie earned her B.S. in Business Administration from Temple University. Before joining the Sage team, she spent 20 years as an administrative consultant to Keystone Shipping Company where she was the interface between the executive department and all company personnel as well as clients and vendors. She also assisted the accounting department, reconciling ships’ accounts and performing payroll and benefit audits.

What inspires you about your job?
Knowing I’m doing something valuable for our clients and the firm.

What particular qualities do you have that contribute to the Sage team and the client experience?
I am very thorough and detail-oriented. I am also eager to be helpful.

Ryan Correia, CPA Controller

Ryan oversees accounting and financial reporting at Sage. He is a certified public accountant who also owns his own, independent accounting firm. He earned his B.S. from Villanova University with a double major in Accounting and Information Systems Management.

What inspires you about your job?
The fact that I am always challenged to learn something new.

What do you love most about being part of Sage?
Working with such high level professionals.

What particular qualities do you contribute to the Sage team and the client experience?
Versatility in many finance and operations functions.

Karen Aprile Billing Coordinator

As part of the accounting team, Karen makes sure our vendors and our people all get paid on time. She coordinates Sage’s benefits program and helps with overall office management.

Karen joined Sage in 2005 after starting her career in legal administration.

What inspires you about your job?
I am impressed with the attention paid to delivering an exceptional client experience and to the way the team here works together.

What do you love most about being part of Sage?
Being part of an organization that is so committed to helping others and supports us all getting involved in our communities.

What particular qualities do you have that contribute to the Sage team and the client experience?
I am a team player who is always willing to help out. It is important to me that whatever needs to get done does get done.

Darlene Cohn Compliance Associate

At Sage, Darlene works tirelessly to promote a culture of integrity and compliance. Outside of Sage, she is very active in her synagogue, Adath Israel, and working on becoming a clown through the program “Caring Clowns.”

Darlene earned her B.S in Finance and Economics from the University of Delaware.

What inspires you about your job?
Knowing I’m doing something valuable for our clients and the firm.

What do you love most about being part of Sage?
Working in an atmosphere where everyone pulls together and the client comes first. Where there is a complete mutual respect among everyone at the company.

Alec Hanna, CPA Tax and Cash Flow Management Analyst

Alec works with the wealth managers to analyze clients’ individual tax situations to make sure they are realizing optimal tax savings.

Prior to joining Sage, Alec was a Senior Audit Associate at Tait, Weller, and Baker, LLP where he assisted with mutual fund and investment company audits. He graduated cum laude from Muhlenberg College with a B.A. in Political Science and Business. He then when on to also earn a B.S. in Accounting from Alvernia College and acquire his CPA license.

What inspires you about your job?

The opportunity to help clients achieve their financial goals by providing insight into their current and future tax position and current cash flow.

What particular qualities do you have that contribute to the Sage team and the client experience?

I love to be a part of a cohesive team, and to fulfill the responsibilities of my role to the best of my ability.  To that end, I’m detail-oriented with a strong analytical skillset developed as a CPA, and I’m steadfast in my determination at responding to challenges and providing solutions to complex problems.

In Memoriam: David M. Cohn

Of all the properties which belong to honorable people, not one is so highly prized as character.

Our father David planted many gardens, including the one we nurtured and grew together—Sage Financial Group. David, along with our mother, Harriet, sowed the seeds for Sage’s success by instilling in us a deep sense of integrity, an appreciation for building meaningful relationships, and an understanding of the importance of hard work.

From the start, these values have defined Sage. We are enormously proud and honored to carry on David’s legacy, and we take that responsibility very seriously.

Every day, everyone here at Sage is guided by David’s values.

  • We work as a team.
  • We invest in relationships.
  • We give our best and aim to provide the highest level of service and advice to our clients, comprehensively, independently, and personally.

In addition to putting our best effort forth in carrying on David’s legacy through our work at Sage, we have established two funds to honor his memory.

The Sage Financial – Mastery Early College Partnership Fund – In memory of David M. Cohn

This fund annually helps support a new program at Mastery Charter Schools through which approximately 40 Mastery Charter senior high school students have the unique opportunity to enroll in the Community College of Philadelphia’s Advance at College Dual Enrollment Program and take 24 credits (the equivalent of 8 college courses) at the College. The program provides students with the opportunity to experience a college curriculum and learn the importance of time management prior to entering college. As a result, it takes pressure off of the typically rigorous freshman-year schedule and provides a significant financial break. For the community that Mastery serves, this is especially important. This Education Fund helps cover tuition, books, and transportation for the selected students in addition to general administrative and programmatic costs. This fund embodies many of the issues Sage, as did David, believes are most important—the accessibility of education, the care and nurturing of children, and the opportunity to alleviate economic hardship for others.

The Sage Financial Group POST Award Grant in Memory of David M. Cohn

This grant, a partnership with Alex’s Lemonade Stand Foundation, annually provides graduate and medical students with the opportunity to participate directly in current pediatric oncology research. Recipients are mentored by an established doctor or researcher and either join a research project already underway or begin an original investigation. These scholarships expose the best and brightest medical students to pediatric cancer research and hopefully inspire them to continue the important work necessary to help find a cure.

David also believed passionately in people. His life was rich and satisfying because of the people in it, especially his wife Harriet, his family, and everyone associated with Sage.

Alan + Stephen Cohn

Our Culture

Our culture starts with our founders and is reinforced by every single team member. It is so important to us that it has its own name: SageSense.

 

  • SageSense begins with people and the relationships we form with clients and colleagues.
  • SageSense succeeds because of teamwork.
  • SageSense values rigor and diligence.
  • SageSense is independent, comprehensive, and 100% client-focused.
  • SageSense holds integrity sacred and lives by the Golden Rule to treat others as you would want to be treated.
  • SageSense is responsible to our communities.
  • SageSense never stops improving.