Our Sage Investment Advisers, LLC Team in Wappingers Falls, NY

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