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Kristi Wano
Portfolio Manager-Equities at Sage Private Wealth Group LLC
Kristi Wano active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Career history of Kristi Wano
Former positions of Kristi Wano
Companies | Position | Start | 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 | 01/11/2011 | 01/02/2014 |
Training of Kristi Wano
University of Western Kentucky | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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