Sage Welcomes Mr. John R. Slais
June 23, 2013 By Cameron Ladd
June 28, 2013
Dear Clients and Friends,
We are pleased to announce the appointment of Mr. John R. Slais as Chief Financial & Chief Compliance Officer of Sage Advisory Services Ltd. Co.
Since January 2011 John has served as Vice President of Finance and Compliance. He has been a key member of our corporate financial management team and brings over 25 years of financial administration experience as a former CPA with Ernst & Young and as a General Securities Principal and Financial & Operations Principal with FINRA member firms.
Prior to joining Sage, John served as CFO of Capitol Securities Group in Austin, Texas, where he initiated and structured their merger with Morgan Keegan. Additionally, he was previously employed as director and treasurer with seven financial service organizations, served as a NASD/FINRA arbitrator, director and treasurer for Travis County Municipal Utility District #5, and several civic boards. John received his B.S. in Business Administration and Accounting from Harding University.
John will lead our financial reporting and compliance management efforts and fully assume those responsibilities from Richard B. Williams who left the firm earlier this month. 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