Andy Brown

Portfolio Manager-Equities at

Sage Financial Group, Inc.

Finance

Consumer Services

Profile

Mr. Andrew C.
Brown is an Executive Wealth Manager at Sage Financial Group, Inc. Mr. Brown worked for several years with a private high net worth wealth management firm in Los Angeles, where he gained particular expertise in handling concentrated stock and stock options.
Before that he spent five years at the USDA, where he honed his eye for detail working with state administrators to improve the efficiency and accuracy of State and Federal benefits programs.
After college, he worked in Haiti as a small business development volunteer with the Peace Corps.
He holds a BA in History from the University of Colorado at Boulder.
He is a Certified Financial Planner professional.

Andy Brown active positions

Companies	Position	Start
Sage Financial Group, Inc. Sage Financial Group, Inc. Investment ManagersFinance Sage primarily allocates client investment assets among various fixed income securities, mutual funds, ETFs, alternative investments, and/or independent investment manager, on a discretionary and non-discretionary basis based on each client’s stated investment objective. The firm employs a strategic asset allocation investment management style that is designed to deliver the greatest long-term returns with the least risk. They establish strategic targets as long-term investment weightings for the major asset classes based on an investor’s risk-return profile and the assets’ potential returns, volatility, and diversification benefits under varying economic and financial conditions.	Portfolio Manager-Equities	01/01/2010

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Private companies	2
Sage Financial Group, Inc. Sage Financial Group, Inc. Investment ManagersFinance Sage primarily allocates client investment assets among various fixed income securities, mutual funds, ETFs, alternative investments, and/or independent investment manager, on a discretionary and non-discretionary basis based on each client’s stated investment objective. The firm employs a strategic asset allocation investment management style that is designed to deliver the greatest long-term returns with the least risk. They establish strategic targets as long-term investment weightings for the major asset classes based on an investor’s risk-return profile and the assets’ potential returns, volatility, and diversification benefits under varying economic and financial conditions.	Finance
University of Colorado Boulder University of Colorado Boulder Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Finance