Daphne Richards

Wealth Manager

Daphne Kotridis, Associate Wealth Manager at Sage Financial Group. Headshot photograph of Daphne Kotridis smiling and looking directly at the camera, wearing professional attire.

As a Wealth Manager, Daphne is part of a team that helps clients with investment management, financial planning, and personal financial guidance. Daphne began her career at Vanguard after graduating summa cum laude from the Honors College at Hofstra with a BBA in Marketing and a minor in Fine Arts. Daphne loves soccer and photography, spending time with family and friends, trying new restaurants, and traveling.

Why are you in wealth management?

The world around us demands more and more of our attention, and it can be difficult to focus on the details of our finances. I enjoy helping our hardworking clients do their wealth justice.

What do you enjoy most about being part of Sage? 

I enjoy being in an environment where I can learn every day from every single person around me. The experience, education, and personalities at Sage are inspirational.

How should people think about their wealth and investing? 

Spend as much time as you can reading about investing and be honest with yourself when it comes to seeking help with your finances. Just as you trust a doctor with your physical health, putting your finances in the hands of a professional can decrease your stress level and give you time to do the things you enjoy most.