The addition of the pair brings SageView’s presence in San Francisco to a total of five retirement specialists, the firm says.
Jon Chambers joins SageView from investment consulting firm Schultz Collins Lawson Chambers Inc., where he served as a principal and retirement plan practice leader. Earlier roles in his 28-year industry tenure include a stint as senior retirement plan consultant at Coopers & Lybrand. He is a member of the San Francisco Chapter of the Western Pension & Benefits Council (WP&BC), the Plan Sponsor Council of America (PSCA), and the American Society of Pension Professionals and Actuaries (ASPPA). Jon Chambers is a past president of the WP&BC and served on its executive board for several years.
Tina Chambers joins SageView with 24 years of industry experience. She served most recently as director of retirement plan services at Schultz Collins Lawson Chambers Inc. She was also vice president and marketing manager at Union Bank, where she managed the marketing, product development and sales support initiatives for employee benefit and trust services in the institutional services and asset management division.
Presently, Tina Chambers is a long-term board member of the San Francisco Chapter of WP&BC, for which she currently serves as president elect. She is also a member of ASPPA and a member of Financial Women of San Francisco.
The Chambers team adds 30 retirement plan sponsor clients to the overall SageView practice, representing approximately $3 billion in assets under supervision and consultation and covering almost forty unique retirement plans. Clients include publicly traded companies in technology, pharmaceuticals and retail, local and national law firms, and companies owned through employee stock ownership plan (ESOP) arrangements.
More information is available at http://www.sageviewadvisory.com/.