Deals & People June 30, 2009

SageView Adds Two to Advisory Staff

The Irvine, California-based SageView Advisory Group, an independent retirement and wealth management consulting firm, has added Robert Patton and David Shnapek to its staff.
Reported by

In addition, SageView said it opened its 13th office in the San Francisco area.

In his new role as managing director, Patton will help companies with plan design, investment lineups, mergers and acquisitions, Employee Retirement Income Security Act (ERISA) fiduciary issues, and participant education, according to a news release. Patton previously held senior recordkeeping positions for JPMorgan and Putnam Investments.

Shnapek will serve as a retirement plan consultant for SageView, with a focus of working with plan sponsors. Advising clients on plan design, investment due diligence, fiduciary management, and participant education planning are his primary responsibilities.

Prior to joining SageView, Shnapek was a lead client relationship manager at Wells Fargo Advisors in the Northern California region.

«