Burley will be responsible for providing detailed analysis of investment options and helps support the firm’s managing director of Investment Research. Before joining SageView, Burley worked for DoubleLine Capital as an understudy for the lead fixed-income portfolio manager. Burley earned a bachelor’s degree in business economics from the University of California at Santa Barbara. She holds the series 7 registration.
Reyes’s main focus
is fund performance analysis and investment selection. He contributes to SageView’s
private wealth division in the modeling of asset-allocation strategies and due
diligence of alternative investment vehicles. Reyes was previously with
PricewaterhouseCoopers National Tax Strategy team, the San Francisco Federal
Reserve Bank forecast team, and most recently UBS Wealth Management Americas. He
received a bachelor’s degree in economics from California State University at Long
Khairollahijoins the company’s Southeast region. He brings a broad range of experience in the retirement plan industry. Previously, Khairollahiworked as a pension analyst for defined benefit plans with an actuarial and consulting firm in Scottsdale, Arizona. He also worked as a plan administrator for Retirement Plan Consultants, Inc. Khairollahigraduated from East Tennessee State University with a bachelor’s degree in mathematics and statistics, and studied international finance at Copenhagen Business School in Denmark.