SageView Enhances Wealth Management Leadership Team To Support Growth
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Thursday, October 19, 2023
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NEWPORT BEACH, Calif., Oct. 19, 2023 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, today announced it hired next-generation leaders Matt Cosgriff as Senior Vice President, Head of Wealth Management Advisory Services, and Sophie Benander as Vice President of Wealth Management Client Experience.
Key Points:
- Cosgriff joins SageView from BerganKDV, where he served as Director of Wealth Management, responsible for growing and managing the wealth management division, and also was a senior wealth and retirement plan advisor.
- "Joining SageView allows me to marry my experience within the retirement and wealth management segments to support the firm's focus on becoming a leading provider of advisory services at the intersection of wealth management and retirement planning," Cosgriff said.
- "With the support of John and the entire executive team, I'm thrilled to work with this exemplary group of wealth management professionals delivering results for our clients."
- Prior to joining SageView in 2023, Pfeiffer served as Vice President and Senior Legal Director at Goldman Sachs, supporting the high-net-worth wealth management business.