The firm says Gratton will continue in his role as managing director of SageView’s Minneapolis office, where he supports about 60 plan sponsors of large and mid-sized organizations by assisting with fiduciary oversight, investment selection and monitoring, and plan design. In the expanded role as chief marketing officer, Gratton takes on the additional responsibility of directing company-wide marketing strategies. He will also fulfill national speaking engagements and lead recruiting efforts for the firm.
“Our goal is to continue to build a corporate brand that delivers new opportunities, leverages our position in the retirement industry and resonates with our clients,” explains Randy Long, SageView’s founder and CEO.
Since joining SageView, Gratton has worked on many of the firm’s marketing and business development initiatives, such as promoting the firm’s 3(38) fiduciary protection and participant advice services. Gratton has also worked closely with outside partners to cross-sell SageView’s various retirement and financial services.
Gratton received a bachelor’s degree from University of Missouri and earned an M.B.A. from Rockhurst University. He holds the Qualified 401(k) Administrator designation from the American Society of Pension Professionals & Actuaries and the Certified 401(k) Professional designation from The Retirement University/UCLA Anderson School of Management Executive Education.
More information about SageView is available at www.sageviewadvisory.com.