Perfil
Mr. Joseph M.
Gallagher, CFA, is a Senior Investment Officer at Sage Financial Group, Inc. As a member of the investment team, he focuses on performing detailed investment research.
He assists with the implementation of Sage’s investment strategy and helps author economic and market commentary.
Prior to joining Sage, Mr. Gallagher spent seven years at the J.P.
Morgan Private Bank as a member of an investment team that advised ultra-high-net worth individuals and family offices.
He was responsible for sourcing new investments, trade execution, and developing market commentary.
Mr. Gallagher graduated from the University of Delaware with a B.S.
in both Accounting and Finance.
He is a charter holder of the Chartered Financial Analyst designation.
Cargos activos de Joe Gallagher
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Sage Financial Group, Inc.
Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Analyst-Equity | 01/08/2017 |
Formación de Joe Gallagher.
University of Delaware | Undergraduate Degree |
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Sage Financial Group, Inc.
Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Finance |
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