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Jennifer Elise Myers
Directeur Général chez
Sage Financial Management Group, Inc.
Profil
Ms. Jennifer E.
Myers is a President & Wealth Advisor at Sage Financial Management Group, Inc. She has more than two decades of experience in the financial industry, she works with clients to help them fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies.
She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain closely aligned.
Prior to establishing SageVest, Ms. Myers served as partner and vice president of Freed Myers, a wealth management firm in Chevy Chase, Maryland.
She received her Bachelors in Business Administration and Masters in Business Administration from The George Washington University.
She also received the Certified Financial Planner.
Postes actifs de Jennifer Elise Myers
| Sociétés | Poste | Début |
|---|---|---|
Sage Financial Management Group, Inc.
 Sage Financial Management Group, Inc. Investment ManagersFinance SageVest is a multi-asset class manager with diversified investment holdings including bonds, equities, real estate, commodities and alternative assets. They primarily invest client assets in mutual funds, exchange traded funds (ETFs) and individual bonds. No proprietary investment products are utilized to avoid conflicts of interest. The firm’s management style seeks to develop investment portfolios designed to both grow and preserve their clients’ assets. SageVest blends fundamental and technical investment analysis in the process of creating and evaluating investment portfolios. Their philosophy is to maintain diversified investment exposure with a long-term view over a full economic cycle, while making tactical adjustments based upon research-driven analysis. | Directeur Général | 15/05/2007 |
Formation de Jennifer Elise Myers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
George Washington University
 George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sage Financial Management Group, Inc.
Sage Financial Management Group, Inc. Investment ManagersFinance SageVest is a multi-asset class manager with diversified investment holdings including bonds, equities, real estate, commodities and alternative assets. They primarily invest client assets in mutual funds, exchange traded funds (ETFs) and individual bonds. No proprietary investment products are utilized to avoid conflicts of interest. The firm’s management style seeks to develop investment portfolios designed to both grow and preserve their clients’ assets. SageVest blends fundamental and technical investment analysis in the process of creating and evaluating investment portfolios. Their philosophy is to maintain diversified investment exposure with a long-term view over a full economic cycle, while making tactical adjustments based upon research-driven analysis. | Finance |
