Sargent Investment Group

Thomas Healy is a financial advisor at Sargent Investment Group with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services and NTT DATA Consulting. He serves on the investment committee of the Shanahan Healy Foundation, contributing to research and investment proposals. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios, utilizing third-party managers and technology to monitor and rebalance assets, and also serves as an investment manager to pooled private investment vehicles.

Timothy Pang is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Sargent Investment Group with four years of industry experience. His prior roles include positions at Merrill Lynch and Randstad. Sargent Investment Group provides investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, nonprofits, corporations, and retirement plans. The firm employs a consultative approach to develop customized portfolios and manages pooled private investment vehicles requiring accredited investors.

Ricardo Rosenberg is a financial advisor at Sargent Investment Group with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm uses a consultative process to tailor asset allocations and portfolios, including third-party managers and technology for risk assessment, and serves as investment manager to pooled private investment vehicles.

Brian Mcgregor is a financial advisor at Sargent Investment Group with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sargent Investment Group since 2018. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing Services. Mcgregor serves as a board member and investment committee member for The Washington Home, a charitable foundation focused on hospice care. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios using a range of investment vehicles and manages pooled private investment funds for accredited investors.

Matthew Elmore is a financial advisor at Sargent Investment Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at T.M. Wealth Management and Ameriprise Financial Services. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and uses third-party managers and technology to monitor risk and performance, also serving as an investment manager to private funds for accredited investors.

Sara Mongno is a financial advisor at Sargent Investment Group with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Sargent Investment Group, she worked at Wells Fargo Securities LLC for four years and has academic experience at the Massachusetts Institute of Technology. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, non-profit organizations, and retirement plans. The firm employs a consultative process to develop customized portfolios and manages approximately $1.28 billion in assets, also serving as investment manager to pooled private investment vehicles.

Christopher Rhyne is a financial advisor at Sargent Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reinhart Partners, Inc. for eight years before joining Sargent Investment Group in 2022. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios and manages private funds requiring accredited investors, overseeing approximately $1.28 billion in assets.

Samuel Beach is a financial advisor with Sargent Investment Group, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, nonprofits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios, utilizes third-party managers and technology for risk assessment, and serves as an investment manager to private funds requiring accredited investors.

Laura Hodgson is a financial advisor at Sargent Investment Group with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley, Raymond James Financial Services Advisors, Inc., and The Meakem Group of Raymond James. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to tailor asset allocation and portfolio management, including the use of third-party managers and ongoing portfolio monitoring.

Susette Gustini is a financial advisor at Sargent Investment Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sargent Investment Group since 2018, following eight years at SKG Group. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profit organizations, corporations, retirement plans, and pooled investment vehicles. The firm uses a consultative process to develop customized portfolios and model portfolios, incorporating individual equities, fixed income, ETFs, mutual funds, small-cap, and private investments, and also serves as an investment manager to private funds for accredited investors.

David Seamans is a CFP® professional with 10 years of experience in the financial industry. He is currently with Sargent Investment Group and has previously worked at William Blair, Greenhill & Co., Closed Loop Partners, Booz Allen Hamilton, Drift Capital Partners, and Merrill. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios and manages pooled private investment vehicles for accredited investors.

Zachary Hubbard is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Sargent Investment Group. He previously worked at Greenspring Advisors, LLC and RBC Capital Markets. Hubbard is active with the National Association of Personal Financial Advisors (NAPFA), holding multiple board roles and contributing to event planning and outreach efforts. Sargent Investment Group provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, corporations, and retirement plans. The firm employs a consultative process to develop customized portfolios, utilizes third-party managers and technology for risk assessment, and serves as an investment manager to pooled private investment vehicles for accredited investors.

Christopher Sargent is a financial advisor at Sargent Investment Group with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Sargent Investment Group since 2018. Sargent Investment Group provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, estates, non-profits, corporations, retirement plans, and pooled investment vehicles. The firm employs a consultative process to develop customized portfolios using a range of investment options and serves as an investment manager to pooled private investment vehicles requiring accredited investors.