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