Sara Jaggars, Tim Duncan and Gregory Koehler are the newest additions to the Kansas City office, while Julie Kim and Dan Quirk, CFA, CFP have joined SageView’s Western office, located in Irvine, California. Mark Foster is the newest member to join SageView’s Boston office.
Prior to joining SageView, Jaggars held the role of Portfolio Manager at M&I Institutional Trust Services, a division of M&I Bank. She joins SageView as a senior investment adviser, and brings more than 13 years of experience in the financial services industry.
Also coming from M&I Bank, Duncan brings 14 years of industry experience, with his most recent role being vice president and institutional portfolio manager for M&I Retirement Services. He joins SageView as a retirement plan consultant.
Koehler was most recently a financial adviser for Raymond James Financial Services in Columbus, Ohio. In his new role with SageView, Koehler will co-lead the Wealth Management division for SageView‘s Midwest Region.
Rounding out the Western Advisory team, Kim joins SageView from Wells Fargo, where she served as an account executive. Kim has worked exclusively in the retirement industry for over 16 years, and will continue her career as account executive with SageView.
Quirk joins SageView from his prior roles as partner at San Francisco-based Seacliff Capital and investment analyst at J.P. Morgan. His current responsibilities at SageView include senior investment adviser and investment committee member.Foster brings 16 years of industry experience that includes prior positions with CIGNA, Putnam Investments and The Hartford. Foster will be based in SageView’s Boston office, and will focus on retirement plan consulting of new business and relationship management.
« BPAS Offers Plan Loan Continuation Feature