Joe Gallagher

Mr. Joseph M.
Gallagher, CFA, is a Senior Investment Officer at Sage Financial Group, Inc. As a member of the investment team, he focuses on performing detailed investment research.
He assists with the implementation of Sage’s investment strategy and helps author economic and market commentary.
Prior to joining Sage, Mr. Gallagher spent seven years at the J.P.
Morgan Private Bank as a member of an investment team that advised ultra-high-net worth individuals and family offices.
He was responsible for sourcing new investments, trade execution, and developing market commentary.
Mr. Gallagher graduated from the University of Delaware with a B.S.
in both Accounting and Finance.
He is a charter holder of the Chartered Financial Analyst designation.