According to a press release, Noll, a Senior Investment Advisor with over 16 years of experience in the financial services industry, will be based out of SageView’s Minneapolis office. He will be responsible for providing detailed analysis of investment options recommended for use in client accounts, as well as delivering client reviews, serving on SageView’s internal investment committee, and providing general fiduciary guidance.
Noll previously served as Chief Investment Analyst at Financial Concepts for six years. He graduated from the University of Minnesota with a BS in Economics and the University of Notre Dame with an MBA (Finance concentration). He is a CFA Charterholder.
“The scope of Bob’s investment and industry expertise is a welcome addition to our investment committee,” said Randall Long, SageView founder and Managing Principal, in the announcement. “Our Minnesota office has experienced tremendous growth recently, and we look forward to having him as part of the SageView team.”