Sage Financial Group Inc.

Daniel Hochbaum is a CFA® charterholder with six years of experience in the financial industry. He has worked at Sage Financial Group, Inc. since 2020 and previously held positions at Glenmede Trust and BlackRock. Sage Financial Group provides investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion for over 1,000 clients and employs a fundamental, long-term investment approach with diversified allocations across fixed income, equity funds, ETFs, and tactical cash positions.

Ross Cohn is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Sage Financial Group Inc. since 2021. His prior roles include positions at UBS Financial Services Inc., PitchBook Data Inc., the National Basketball Association, and the Philadelphia 76ers. Sage Financial Group provides investment management, financial planning, and family-office style services to a diverse client base including individuals, high-net-worth clients, pension plans, and private funds. The firm emphasizes fundamental analysis, diversified allocations, and offers specialized estate-planning support through formal legal partnerships.

William Malloy is a CFA® charterholder with six years of industry experience. He has worked at Sage Financial Group Inc. since 2022 and previously held roles at Reliance Standard Life Insurance and Janney Montgomery Scott. Sage Financial Group provides discretionary and non-discretionary investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion and employs a fundamental analysis approach with diversified allocations and tactical cash positions, also offering estate-planning support and advising affiliated private real estate funds.

Jason Mardinly is a CFP® with 15 years of industry experience, currently with Sage Financial Group Inc. since 2017. His prior roles include positions at Wisdom Planning, LLC, Andrew Garrett, Inc, and Cordasco Financial Network, LLC. Outside of his advisory work, he serves as an Adjunct Professor at Temple University, teaching a course on personal financial planning and investing. Sage Financial Group provides investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion and emphasizes fundamental analysis, diversified allocations, and tactical cash positions, while also advising several affiliated private real estate funds.

Gregg Ridge is a CFP® with 15 years of industry experience, currently serving at Sage Financial Group Inc. since 2012. He holds Series 63 and Series 66 licenses and is based in West Conshohocken, PA. Sage Financial Group provides discretionary and non-discretionary investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion across more than 1,000 clients, emphasizing fundamental analysis, diversified allocations, and tactical cash positions, and also offers estate planning support through a formal relationship with an external law firm.

Mitchell Bednoff is a financial advisor at Sage Financial Group Inc. with 23 years of industry experience. He has been with Sage Financial Group since 1997. Bednoff holds Series 63 and Series 65 credentials. Sage Financial Group provides investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion for over 1,000 clients and employs a fundamental, long-term investment approach with diversified allocations and tactical cash positions.

Brandon Baker is a financial advisor with Sage Financial Group Inc. in Montrose, CO. He holds a Series 65 designation and has 10 years of industry experience, having been with Sage Financial Group since 2013. Sage Financial Group provides discretionary and non-discretionary investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion for over 1,000 clients and offers a diversified investment approach emphasizing fundamental analysis, longer-term holdings, and tactical cash positions.

Alan Cohn is a CFP® professional with 27 years of industry experience and has been with Sage Financial Group, Inc. since 1991. He serves as co-president of multiple affiliated entities, including several real estate partnerships and a private equity general partner. Additionally, he is a member of the advisory committee for an unaffiliated venture capital fund based in Philadelphia. Sage Financial Group provides discretionary and non-discretionary investment management, financial planning, and family-office style services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm’s investment approach focuses on fundamental analysis, diversified allocations, and tactical cash management, and it also advises several affiliated private real estate funds.

John Sion is a CFP® professional with 27 years of industry experience, currently serving at Sage Financial Group Inc. since 1998. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a named trustee on a client portfolio at the client’s request, without additional compensation. Sage Financial Group provides discretionary and non-discretionary investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion across about 1,046 clients and emphasizes fundamental analysis, diversified allocations, and tactical cash positions in its investment approach.

Jeffrey Karpel is a financial advisor at Sage Financial Group Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Sage Financial Group since 2006. Sage Financial Group provides investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion and emphasizes fundamental analysis, diversified allocations, and tactical cash positions, while also offering estate-planning support and advisory roles in affiliated private funds.

Daphne Richards is a CFP® professional at Sage Financial Group Inc. in West Conshohocken, PA, with six years of industry experience. Prior to joining Sage Financial Group in 2020, she worked at The Vanguard Group from 2018 to 2020 and held various roles including positions at JP Morgan Chase & Co. and CliftonLarsonAllen. Sage Financial Group provides investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion for over 1,000 clients and employs a fundamental, long-term investment approach with diversified allocations and tactical cash positions.

Stephen Cohn is a financial advisor with Sage Financial Group Inc. in West Conshohocken, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Sage Financial Group since 1991 and serves as co-president of multiple affiliated companies, including private equity and real estate-related entities. Sage Financial Group provides investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion for over 1,000 clients, employing a fundamental analysis-based investment approach and offering access to independent managers, structured products, and affiliated private real estate funds.

Adam Greene is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Sage Financial Group Inc. since 2016 and previously worked at Ethos Capital. Sage Financial Group provides investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion for over 1,000 clients, emphasizing fundamental analysis, diversified allocations, and tactical cash positions, while also offering estate planning and advising on affiliated private real estate funds.

Benjamin Kogan is a CFP® professional at Sage Financial Group Inc. with four years of industry experience. Prior to joining Sage in 2021, he worked at the U.S. Small Business Administration and maintained a law practice, The Law Office of Benjamin R. Kogan, while also spending four years at Greenberg Traurig LLP. Sage Financial Group provides discretionary and non-discretionary investment management, financial planning, and family-office style services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm manages approximately $3.6 billion and focuses on fundamental analysis, diversified allocations, and tactical cash positions, with additional services in estate planning and affiliated private fund advisory.

Ryan Kraus is a CFA® charterholder with 13 years of industry experience. He is currently with Sage Financial Group Inc., where he has worked since 2023. Prior to joining Sage, he was employed at Brinker Capital and Lincoln Financial Distributors. Sage Financial Group provides discretionary and non-discretionary investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages roughly $3.6 billion across about 1,046 clients and employs a fundamental analysis approach with diversified allocations and tactical cash positions.