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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Mark Hendrickson is the Chief Administrative Officer at SageView, based out of the firm’s headquarters in Newport Beach, CA. He oversees day to day operations and works closely with the Finance Department and the firm’s...

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Bill Dowd serves as Managing Principal of SageView Consulting Group. He has over 30 years of experience working with public and private corporations, public sector retirement systems, professional corporations, and associations....

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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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