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View More Press Releases by SageView Advisory Group

Press release:

SageView Names Christopher Donnelly Chief Advisory Services Officer

Issued by: SageView Advisory Group

Date: May 7, 2020

IRVINE (May 7, 2020) - SageView is pleased to announce that Christopher Donnelly, QPFC, has been promoted to Chief Advisory Services Officer.

In his new role, Chris will oversee SageView’s key strategic initiatives for the institutional business, including Advisor Managed Accounts, the Sage 411 participant call center, USA Retirement Savings Plan and new participant-focused solutions, in addition to remaining the head of the firm’s national Request for Proposal (RFP) team.

“Chris has been a valuable part of SageView for over seven years, leading the advisor and vendor RFP teams and helping facilitate hundreds of successful recordkeeper benchmarking projects for our clients. His organization and innovation help to propel SageView forward and he has been an important driver of our success” said Jon Upham, Principal, SageView Advisory Group.

SageView Managing Principal Randy Long said, “Chris’s demonstrated leadership since joining SageView in 2013 continues to make a remarkable and lasting impact. He is a trusted member of our operational team, and we believe this new role is integral to our long-term business goals and future growth.”

Chris earned his bachelor’s degree in Business Administration from Stockton University where he was a member of the National Honor Society. He also holds the Qualified Plan Financial Consultant (QPFC) designation.

About SageView Advisory Group
SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans. SageView is headquartered in Irvine, California with 25 offices nationwide.

For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.

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View More Press Releases by SageView Advisory Group


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