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SageView Advisory Group
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Date Headline
July 1, 2022 SageView Expands Pacific Northwest Presence with Seattle Office Led By Jon Chambers
June 21, 2022 SageView Advisory Group Agrees to Acquire $321 Million Los Angeles-Based Wealth Management Firm
June 8, 2022 SageView Advisory Group Acquires $825 Million Retirement and Wealth Management Firm kPlans
Mar. 17, 2022 Pontera and SageView Advisory Group Announce Partnership to Enable Advisors to Manage Client Retirement Accounts
Oct. 12, 2021 SageView Expands Wealth Management Business with Acquisition of Bloomfield Hills Fiinancial
Aug. 4, 2021 Marc Schmeeckle Joins SageView Advisory Group in Denver
July 1, 2021 SageView Advisory Group Grows in the West with Acquisition of MJM401k
June 21, 2021 Tony Notermann Joins SageView Advisory Group as Chief Financial Officer
June 9, 2021 SageView Advisory Group Welcomes Jeremy Holly as Chief Development Officer
Mar. 29, 2021 SageView Advisory Group Acquires Remaining Retirement Plan Business from Arnerich Massena
Jan. 5, 2021 SageView Engages in Strategic Partnership with Investment from Aquiline Capital Partners
Nov. 30, 2020 Phil Costantini Joins SageView Advisory Group, Expanding Silicon Valley Footprint
Nov. 3, 2020 SageView Expands Northern California Presence to Support Growth Trajectory
Sept. 14, 2020 SageView Welcomes Margarita Cross to Northern California Team
May 7, 2020 SageView Names Christopher Donnelly Chief Advisory Services Officer
May 5, 2020 SageView Expands Richmond Team with Addition of Deanna Spivey
May 7, 2019 SageView Expands Florida Team with Addition of Lisa Garcia
Mar. 7, 2019 Ken Hyne Joins Sageview as Managing Director in Connecticut
Feb. 12, 2019 Brian Mahoney Joins Sageview Advisory Group's Boston Team
Sept. 20, 2018 Tom Demko Joins SageView Advisory Group's Southern California Team
Aug. 16, 2018 SageView Supports Southeast Growth with Addition of Stacy Walters
July 18, 2018 SageView Sponsors Women in Pensions Network (WiPN)
Apr. 16, 2018 SageView Advisory Group Recognizes Excellence in Client Service by Recordkeeper Relationship Managers
Mar. 26, 2018 SageView Advisory Group Continues to Grow in Northern California
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