Sage Welcomes Mr. Jeffrey L. Sims
August 30, 2013 By Cameron Ladd
August 30, 2013
Dear Clients and Friends,
We are pleased to announce the appointment of Mr. Jeffrey L. Sims as Executive Vice President and Director of Insurance Investment Management Services at Sage Advisory Services Ltd. Co. In his new role, Jeff will be responsible for leading our insurance-related business development activities at Sage. Jeff brings over 27 years of experience in finance and investments, with particular emphasis on the insurance industry.
Prior to joining Sage, Jeff served as President and Senior Managing Director of Madison Scottsdale, L.C., an investment management firm based solely on the insurance industry. Additionally he previously held several executive financial officer positions, including Chief Investment Officer with American Founders Life Insurance Company and National American Life Insurance Company of California. He began his career with Ernst & Young and currently holds both the C.P.A and C.L.U. designations. Jeff received his BBA in Business Administration and Accounting from The University of Texas.
As always, we encourage you to contact us or visit our website (www.sageadvisory.com) to learn more about our professional staff and their efforts to provide a superior investment management service.
Sincerely,
Robert G. Smith, III
President & CIO