Deals & People September 2, 2010

New CIO Joins SageView Team

Richard Palmer begins today as the Chief Investment Officer at the SageView Advisory Group based in Irvine, California.
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Palmer will be coordinating with SageView’s Investment Committee on asset allocations for retirement plans, institutional, and individual clients.  

“We intend not only to maintain, but also to grow, our investment expertise across traditional and alternative asset classes,” says Palmer. “Using our broad knowledge of asset-liability matching and our extensive client engagements for institutions and individuals, we intend to remain a valued investment adviser to our clients across a broad array of assignments.” 

Palmer has worked in the financial services industry for 25 years, including 10 years with Pacific Investment Management Company (PIMCO) and more recently as a senior member of Aspiriant, LLC’s, Investment Committee as Director of Investment Advisory Services.   

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