Executive Team

John Longley is the Chief Executive Officer at SageView Advisory Group, leading the firm's executive team and setting the strategic vision for more than 30 offices across the country. John's career spans over 35 years and several...

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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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Tara Egan is Chief Human Resources Officer 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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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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Natasha Pfeiffer is the Chief Legal Officer and Corporate Secretary at SageView Advisory Group, and a member of the Executive Team. Natasha oversees the legal and compliance departments and supports the strategic initiatives of both...

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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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