Kieran Ward

Financial Analyst



Kieran assists the investment division and tax team in researching asset allocation and manager selection, implementing investment and tax recommendations for clients, and compiling reports and analyses related to client portfolio performance.  Prior to joining Sage, he worked as an accountant for Stephano Slack LLC. Kieran graduated from Gettysburg College with a B.A. in Business, Organization, and Management. Kieran enjoys reading, history, exercising, and spending time with family.

What Inspires You About Your Job?

I am equally inspired by the opportunity to improve clients’ lives by helping them achieve their financial goals and by the challenge of understanding the complexities of financial markets.

What Do You Love Most About Sage?

The welcoming team environment, the focus on thorough research and a deep understanding of complex issues, and being part of a fast-paced environment.