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Jeffery S. Timlin


Jeff is a Managing Partner of the firm and a member of the Investment Committee. He serves as a Portfolio Manager for the tax-exempt fixed income strategies. Prior to joining Sage, he worked with MFS Investment Management in Boston as a Fixed Income Associate Trader. He began his career in 1997 as a Client Account Manager with Brown Brothers Harriman & Co. Jeff received his B.S. degree in Business Administration from Villanova University. He is a Chartered Financial Analyst (CFA) and member of the CFA Institute, and is a Chartered Market Technician (CMT). He is also a member of the Market Technicians Association, the National Federation of Municipal Analysts, and the Southern Municipal Finance Society. Jeff and his wife Kery love spending time together with their ginormous dogs, traveling internationally as often as they can, and watching all things Patriots.