A Registered Investment Adviser with over 25 years of industry experience in various Wall Street firms. Jerry has used this extensive insight to build a better way. The result, Sage Investment Advisers LLC, a fee-only fiduciary firm where the focus is always on the needs of the client.
When Jerry is not in his office helping his clients to meet their financial goals, he can be found spending time with his family and out on the water fishing for the biggest catch!
Joseph Guarneri is our Senior Vice President of Operations for our firm. Joseph has over 29 years of experience working in companies to oversee their inner workings and ensure the company is running efficiently and effectively; he has helped several companies turn themselves around to becoming highly profitable. As a Registered Investment Advisor, Joseph brings his financial skills to ensure our clients' accounts are properly diversified and allocated. Joseph monitors the operations in Sage Investment Advisers, LLC to ensure our firm is operating at its peak performance so we are able to continue serving our clients. Joe also teaches college level courses on finance and investing.
If you are interested in taking Joe's class on Fundamentals and Investing, please contact us by email at firstname.lastname@example.org.
Charles (Chuck) Levinson is the Senior Vice President of Wealth Management for our firm. Charles brings over 39 years of experience in the financial industry and has worked for companies such as Wells Fargo Advisors LLC. Charles brings his years of experience to provide exceptional care and financial guidance to the clients of Sage Investment Advisers, LCC.