Sage Welcomes…
June 16, 2016 By Cameron Ladd
June 16, 2016
Dear Clients and Friends,
We are very pleased to announce the addition of five new members to Sage Advisory, boasting decades of experience across the investment, analysis and business development spectrum.
Ryan Charles O’Malley, CFA will take on a Fixed Income Portfolio Strategist role at Sage. Ryan will be an active member of our fixed income portfolio management team, directing our credit strategy and risk analysis efforts. With over 12 years of institutional credit research and global fixed income strategy development experience, Ryan most recently served as Fixed Income Strategist at Payden & Rygel Investment Management in Los Angeles. He received his MBA from the UCLA Anderson School of Management and a BA in Economics from Columbia University.
Komson Silapachai, CFA will take on a Senior Investment Analyst role at Sage. Komson will be an active member of our Portfolio Strategy and Asset Allocation Research team, expanding our investment research and portfolio strategy capabilities. Komson brings over eight years of institutional investment research and portfolio risk management experience, most recently serving as an Investment Manager within the Asset Allocation Group for the Teacher Retirement System of Texas. It is noteworthy that Komson was recognized by Chief Investment Officer Magazine in their coveted “Forty Under Forty” list for 2015. Komson received his BBA in Finance from Texas A&M University.
Edward Ahn has joined Sage as an Investment Analyst, and will be an active member of our Quantitative Solutions investment management and research team, working to expand our investment research and portfolio management capabilities. Edward brings over three years of retirement benefit plan accounting and actuarial valuation reporting experience, most recently serving as Actuarial Associate in benefits consulting with Fidelity Investments in Dallas. Edward is currently completing his ASA designation requirements with the Society of Actuaries. He received a BS in Mathematics with a focus on Actuarial Science from the University of Texas in Austin.
Mark J. Welp has joined our firm as a Senior Portfolio and Operations Analyst, involved with the daily supervision of the firm’s trade allocation, processing and portfolio reporting. Mark brings more than a decade of experience in various trade clearing and operations roles within the financial services industry. Prior to joining Sage, he was a Senior Investment Operations Analyst with the Teacher Retirement System of Texas. Mark received a BA in Business Administration from the University of North Dakota.
Michael R. Navone has joined our firm to be a Regional Marketing and Sales Development Director. Based out of San Francisco, Michael will be responsible for expanding our business presence and relationships with Financial Advisors throughout the Pacific Northwest. Prior to joining Sage, Michael worked in business development roles for WHV Investments and previously at Wells Fargo Advisors. Michael received his BA in Communications from the University of Arizona.
We are pleased to announce these vital additions to the firm who will allow us to continue providing the expertise and superior level of independent investment advice that you have become accustomed to.
Please visit us at www.sageadvisory.com to learn more about our professional staff and award-winning investment services.
Sincerely,
Robert G. Smith, III
President & CIO