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Archives: Team Members

A custom post type to enter and organize your company staff

William Malloy, CFA



Janene Reilly, J.D.



April Solla



Orim Graves, MBA, CFA



John Yoo



Ross Cohn



Jake Vielbig



Benjamin Kogan, CFP®, JD, MBA



Benjamin Alimansky, MBA



Daniel Hochbaum, CFA



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Top Financial
Advisors
2022
3/11/2022
98% Sage Financial
Client Retention
2017–2021
7/01/2022
98% Sage Financial
Team Retention
2017–2021
7/01/2022
Best Places
to Work
2022
7/28/2022

Sage never pays a fee for any ranking or recognition.

Our client retention rate is calculated annually and a one-year time period. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.

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