Profile
Mr. John P.
Evans, II, is a Managing Director & Chief Investment Counsel at SageView Advisory Group LLC.
Mr. Evans provides clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants.
As SageView’s Chief Investment Counsel, he utilizes his knowledge and experience of Profit Sharing/401(k) plans, Defined Benefit plans, Money Purchase Pensions plans, 403(b) plans, Nonqualified/Deferred Compensation plans, investment analysis, and monitoring.
He is a voting member of the SageView Investment Committee and also supports our clients as member of the 3(38), equity research and Institutional Asset Allocation sub-committees.
He has over 20 years of retirement services experience, he has worked with several major banks and consulting firms.
He began his career as a Trust Accountant for Riggs National Bank of Washington, D.C.
in 1990.
Mr. Evans earned a B.A.
from the University of Maryland and has attained the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies-University of Pittsburgh.
He also holds multiple securities registrations.
Jack Evans active positions
Companies | Position | Start |
---|---|---|
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients. | Analyst-Equity | 2006-12-31 |
Training of Jack Evans
University of Maryland | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView Advisory Group LLC (SAG) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded by Randall Long in 1989. SAG provides asset management services to individual and institutional clients. | Finance |
- Stock Market
- Insiders
- Jack Evans