Our Sage Investment Advisers, LLC Team in Wappingers Falls, NY
MEET OUR FINANCIAL ADVISER TEAM
Our team of trained, Registered Investment Advisers understands your needs and the environment in which you do business.
Jerry Schuder
President
A Registered Investment Adviser with over 28 years of industry experience in various Wall Street firms. Jerry has used this extensive insight to build a better way. The result is Sage Investment Advisers LLC, a fee-only fiduciary firm where the focus is always on the client's needs.
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
Senior Vice President, Operations
Joseph Guarneri, our Senior VP of Operations, brings 30+ years of experience overseeing company operations to ensure efficiency. As a Registered Investment Adviser, he diversifies and allocates clients' accounts. Joseph monitors Sage Investment Advisers, LLC to maintain peak performance, serving clients while teaching finance courses.
Charles Levinson
Senior Vice President, Wealth Management
Chuck Levinson is our firm's Senior VP of Wealth Management. He has a 40-year track record in finance, working with organizations like Wells Fargo Advisors LLC. With his experience, Charles provides unmatched care and financial guidance to Sage Investment Advisers' clients.
Christina Chorba
Senior Client Associate
Peggy D. Levinson
Senior Client Associate
Jennifer Nelson
Senior Client Associate
April VanTassell
IT Personnel