Deals & People July 17, 2014

SageView Adds to Retirement Advisory Staff

Joseph Dunbar has joined SageView Advisory Group as an investment adviser based in the firm’s Boston office.

Reported by

PLANADVISER staff

Dunbar brings over seven years of experience in the design, implementation, and management of investment strategies for not-for-profit organizations to SageView. He worked previously with Cammack Retirement Group and served as an account manager before becoming an investment analyst.

Dunbar specializes in investment analytics and investment policy monitoring. He also advises clients on investment replacement strategies. As a member of the internal investment team at Cammack, he researched, selected and monitored investment options for retirement plan committees of various plan sizes.

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters. 

Dunbar joins the SageView’s not-for-profit team and will focus on building out financial wellness strategies for current firm clients.

You Might Also Like:

In Practice

September 11th, 2026

How Advisers Can Build Up the Industry’s Appeal

From youth outreach to welcoming career switchers, experts share how the advisory industry can expand awareness and interest among job...

In Practice

November 14th, 2025

Rethinking Opportunities for RIA Growth

OneDigital has revved up its pursuit of growth by aggressively building career pipelines and by utilizing artificial intelligence ‘coworkers.’

In Practice

July 17th, 2025

Advisers Step Up as Clients Face Market Uncertainty

During market swings and economic stress, advisers delivered steady guidance, reinforced their value and identified growth opportunities despite the volatility,...