Kristi Wano

Portfolio Manager-Equities at Sage Private Wealth Group LLC

Finance

Consumer Services

Profile

Ms. Kristi K.
Wano is a Senior Vice President & Senior Wealth Advisor at Sage Private Wealth Group LLC.
Ms. Wano previously held a pivotal role as Director and Private Wealth Advisor with BMO Private Bank, where she excelled in managing client relationships exceeding $400 million.
Her journey in finance includes Vice President positions in private banking with industry giants such as J.P.
Morgan Private Bank and Fifth Third Bank.
She received her undergraduate degree from the University of Western Kentucky.

Kristi Wano active positions

Companies	Position	Start
Sage Private Wealth Group LLC Sage Private Wealth Group LLC Investment ManagersFinance Sage Private Wealth Group LLC (SAGE) is an independent, SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Khaled Taha in 2011. SAGE offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities.	Portfolio Manager-Equities	01/12/2023

All active positions of Kristi Wano

Former positions of Kristi Wano

Companies	Position	End
JPMorgan Chase Co. (Investment Management) JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.	Corporate Officer/Principal	01/02/2014

See the detail of Kristi Wano's experience

Training of Kristi Wano

University of Western Kentucky

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Kristi Wano's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Sage Private Wealth Group LLC Sage Private Wealth Group LLC Investment ManagersFinance Sage Private Wealth Group LLC (SAGE) is an independent, SEC-registered investment advisor headquartered in Oakbrook Terrace, Illinois. The firm was founded by Khaled Taha in 2011. SAGE offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities.	Finance
JPMorgan Chase Co. (Investment Management) JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.	Finance