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Press Releases by Date   |   Press Releases by Company Name

View More Press Releases by SageView Advisory Group

Press Release

Tony Notermann Joins SageView Advisory Group as Chief Financial Officer

Issued by SageView Advisory Group

June 21, 2021

Notermann adds finance and M&A expertise to growing executive leadership team

NEWPORT BEACH, California – SageView Advisory Group, one of the nation’s leading RIA firms, announced today that Tony Notermann has joined the firm as its Chief Financial Officer, bringing over 25 years’ demonstrated leadership and executive experience to SageView.

In his new role, Tony will manage financial performance, leading quantitative business analysis to provide financial and operational insight to facilitate strong organic and inorganic growth.

“I am excited to join SageView at a time of significant opportunity and growth, and I look forward to working with Randy and the team, as well as our capital investor, Aquiline Capital Partners. I am impressed by the team’s dedication to solid strategic growth, its devotion to SageView employees and commitment to giving back as a core priority of the company,” said Tony.

Before joining SageView, Tony was Head of Corporate Finance for Advisor Group, responsible for financial planning and analysis, M&A evaluation, economics and retention. Before that, he led the Corporate Finance team at Cetera Financial Group. Tony began his career in the aviation industry, working for Northwest and Continental Airlines in various leadership roles. He graduated with a bachelor’s degree in Business Administration from the University of Houston.

“SageView has plans for aggressive growth in the coming years, and we are thrilled to have Tony on board as a member of our senior leadership team. Tony’s remarkable background in both strategic financial planning and M&A makes him a great fit for his new role at SageView. He brings outstanding leadership qualities that will be an invaluable addition to the team,” said Randy Long, SageView Founder and CEO.

As part of today’s announcement, SageView also shared that former CFO Mark Hendrickson, CFA®, has transitioned to the role of Chief Administrative Officer, supervising daily operations at SageView, and working closely with the firm’s investment committee and advisors around the country.

View More Press Releases by SageView Advisory Group

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