Erica G. Mass

March 8, 2022 By Sage Advisory

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Erica is on the Operations Team at Sage and serves as Assistant Vice President of Portfolio Administration. She began her investment career in 2007 as a Personal Financial Representative at Washington Mutual (acquired by Chase). In 2008, Erica joined Sage where she is responsible for managing cash flows across multiple platforms, onboarding new accounts, and collaborating with data vendors. Erica graduated Summa Cum Laude from Texas State University – San Marcos with a B.A. degree in Communications Studies and holds a Series 65 license. Outside of work, she enjoys volunteering at her children’s school and serving in her church. In her free time, Erica loves trail running, traveling, and spending time with her husband watching their two boys play lacrosse, football, and piano.