Jennifer Elise Myers
Directeur Général chez Sage Financial Management Group, Inc.
Profil
Ms. Jennifer E.
Myers is a President at Sage Financial Management Group, Inc. She has more than two decades of experience in the financial industry, she works with clients to help them fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies.
She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain closely aligned.
Prior to establishing SageVest, Ms. Myers served as partner and vice president of Freed Myers, a wealth management firm in Chevy Chase, Maryland.
She received her Bachelors in Business Administration and Masters in Business Administration from The George Washington University.
She also received the Certified Financial Planner.
Postes actifs de Jennifer Elise Myers
Sociétés | Poste | Début |
---|---|---|
Sage Financial Management Group, Inc.
Sage Financial Management Group, Inc. Investment ManagersFinance Sage Financial Management Group, Inc., dba SageVest Wealth Management (SageVest), is an independent, SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Jennifer Myers in 2007. SageVest provides comprehensive investment and wealth management services to individuals, families, trusts, and small businesses. | Directeur Général | 15/05/2007 |
Formation de Jennifer Elise Myers
George Washington University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Sage Financial Management Group, Inc.
Sage Financial Management Group, Inc. Investment ManagersFinance Sage Financial Management Group, Inc., dba SageVest Wealth Management (SageVest), is an independent, SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Jennifer Myers in 2007. SageVest provides comprehensive investment and wealth management services to individuals, families, trusts, and small businesses. | Finance |