Andy Brown
Portefeuillebeheerder-Aandelen bij Sage Financial Group, Inc.
Profiel
Mr. Andrew C.
Brown is an Executive Wealth Manager at Sage Financial Group, Inc.
Mr. Brown 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.
After college, he worked in Haiti as a small business development volunteer with the Peace Corps.
He holds a BA in History from the University of Colorado at Boulder.
He is a Certified Financial Planner professional.
Actieve functies van Andy Brown
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Sage Financial Group, Inc.
Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Portefeuillebeheerder-Aandelen | 01-01-2010 |
Opleiding van Andy Brown
University of Colorado Boulder | Undergraduate Degree |
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Sage Financial Group, Inc.
Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Finance |