September 06, 2012
Advisory Group has added six retirement industry professionals to its team. ---
Sara Jaggars, Tim Duncan and Gregory Koehler are the newest
additions to the Kansas City office, while Julie Kim and Dan Quirk, CFA, CFP
have joined SageView’s Western office, in Irvine, California. Mark Foster is
the newest member to join the Boston location.
Before joining SageView, Jaggars held the role of portfolio manager
at M&I Institutional Trust Services, a division of M&I Bank. She joins
SageView as a senior investment adviser, and brings more than 13 years of
experience in the financial services industry.
Also coming from M&I Bank, Duncan brings 14 years of
industry experience, with his most recent role being vice president and
institutional portfolio manager for M&I Retirement Services. He joins
SageView as a retirement plan consultant.
Koehler was most recently a financial adviser for Raymond
James Financial Services in Columbus, Ohio. Koehler will co-lead the wealth management
division for SageView’s Midwest region.
Rounding out the Western Advisory team, Kim joins SageView
from Wells Fargo, where she served as an account executive. Kim has worked in
the retirement industry for over 16 years and will continue her career as account
executive with SageView.
Quirk joins SageView from his previous roles as partner at
San Francisco-based Seacliff Capital and investment analyst at J.P. Morgan. His
responsibilities at SageView include senior investment adviser and investment
Foster brings 16 years of industry experience including
positions with CIGNA, Putnam Investments and The Hartford. Foster will be based
in SageView’s Boston office, and will focus on retirement plan consulting of
new business and relationship management.