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Press Releases by Date   |   Press Releases by Company Name


View More Press Releases by SageView Advisory Group

Press Release

SageView Advisory Group Welcomes Jeremy Holly as Chief Development Officer

Issued by SageView Advisory Group

June 9, 2021

Holly to lead next stage of strategic organic and inorganic growth at SageView

NEWPORT BEACH, California (June 9, 2021) – SageView Advisory Group, one of the nation’s leading RIA firms, announced today that Jeremy Holly has joined the organization as Chief Development Officer based out of SageView’s headquarters in Newport Beach. Holly brings over 20 years’ experience in financial services, with direct expertise in developing and executing a diverse M&A strategy.

“As the RIA and Wealth Management industries continue to evolve and consolidate further, I believe SageView is in a great position to provide a highly attractive opportunity to firms looking to grow and scale, and to executives looking for a succession plan,” said Jeremy Holly.

In his new role, Holly will lead M&A as well as organic growth opportunities at SageView, under the guidance of SageView Managing Principal and CEO, Randy Long and President, Jon Upham.

Most recently, Holly was the Senior Vice President, Corporate Development & Advisor Financial Solutions at LPL Financial, responsible for M&A strategy, deal execution and integration. He graduated with a Bachelor of Science in business administration with a concentration in finance from the University of North Carolina at Chapel Hill.

“SageView will continue to have a strong focus on organic growth, but as we put greater emphasis on M&A, we were looking for a leader to spearhead our efforts,” added Randy Long. “Jeremy Holly is a proven executive who has a track record of successful acquisitions and integrations and has already hit the ground running. We know he will be a great asset to our executive leadership team and our future growth plans.”

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