Jonathan St. Clair is the Chief Fiduciary Officer and Managing Director in the Georgia office. He is also a Board Member of SageView’s internal Investment Committee and sits on our Discretionary/3(38) sub-committee.
Jonathan uses his legal background to help clients understand and address fiduciary risks they encounter as sponsors of 401(k), 403(b) and various other qualified and nonqualified retirement plans. He works to deliver quality retirement plan solutions to plan sponsors and their participants, using SageView’s proprietary analytical tools as well as his in-depth understanding of the challenges facing the retirement plan industry.
Previously, Jonathan was a partner at a boutique law firm in Atlanta, Georgia focused primarily on estate planning and elder law issues. Before relocating to Atlanta, Jonathan worked with SageView’s Southeast Team in Knoxville. Jonathan is also very active in community and civic organizations, having previously served on several boards including the Georgia Chapter of the American Parkinson’s Disease Association.
Jonathan earned his undergraduate degree in Finance and Business Administration from the University of Tennessee, and a J.D. from Georgia State University College of Law. Mr. St. Clair is licensed attorney in Tennessee and Georgia and holds multiple securities licenses.