Executive Team

Randall Long is founder and Managing Principal of SageView Advisory Group, and currently serves as the firm’s CEO. Randy founded SageView in 1989 by assembling a team of seasoned financial advisors and investment specialists...

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Jon Upham is a Principal at SageView Advisory Group. Jon is an experienced leader with an extensive background in the Retirement industry. He has been with SageView since 1999, when the firm had less than $1 billion in AUM and 75...

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Jorge Bernal is Chief Operating Officer at SageView, providing strategic leadership and oversight for SageView’s operations across more than 30 nationwide offices. He helps to set and execute on SageView’s strategic vision...

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Jim is Head of Wealth Management for SageView Advisory Group, driving the firm’s organic growth by directing the firm’s overall wealth management strategy and managing the development and implementation of a full-service...

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Tara Egan is Managing Director at SageView Advisory Group and responsible for leading the firm’s Human Resources Department. As a member of SageView’s Executive Team, she is responsible for developing and executing the...

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Jeremy Holly is Chief Development and Integration Officer at SageView Advisory Group, leading the firm’s strategic organic and inorganic growth. He is responsible for SageView’s corporate M&A strategy, including planning,...

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Sharina Merid works as Chief Compliance Officer and Compliance Director for SageView’s Compliance Team. Her responsibilities include supervising sales activities, conducting branch audits, and ensuring that the firm is following...

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Tony Notermann is Chief Financial Officer at SageView Advisory Group, managing financial performance to achieve growth and margin expansion, leading quantitative business analysis to provide financial and operational insight, and...

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