The Sage Advisory company source record lists 75 employees. The visible Sage Advisory management graph includes:
Jeffery Timlin, Cfa, Cmt
Portfolio Management - Managing Partner
3
2
General
(9)
David Luria, Cfa
VP, Portfolio Manager
3
0
Sales
(3)
Robert Flora, Cima®
Customized Investment Advisory Solutions - Consultative Sales - Senior Wealth Management Product Specialist - Asset Management Sales & Distribution Consultant
0
0
Marketing
(2)
Dyan Tigard
Associate, Marketing at Sage Advisory Services, Ltd., Co.
2
0
Operations
(2)
Debora Ayala-Chavez
Operations Associate
0
0
IT
(2)
Alice Quintanilla
Software Developer
0
0
Legal
(1)
Wade Uloth
VP Compliance at Sage Advisory
2
2
Related company intelligence for Sage Advisory
4 same-industry peers
10 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
4 / 10
4 of 10 related companies share this company's industry classification.
Employee benchmarks
10 / 10
10 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
High-confidence peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 4.0 source-backed signals.
10
eligible
0
filtered
4.0
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Larger than most related peers
This company
75 employees
Related peers
23 median peer employees
7 of 10 related employee-estimated peers are lower.
10 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 70% of 10 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 70% of 10 comparable related peers from related-company records.
Employee scale: 70%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
23 employees
Largest peer by size
Charles Schwab
33.02K employees
Sage Advisory size signal
75 employees
Peer size comparison
3 larger · 7 smaller
Peer scale position
Larger than most related peers
7 of 10 related employee-estimated peers are lower.
Sage Advisory people graph sample
-
Sean Mcshea
EVP - Director of Institutional Business
Austin, Texas, United States6 email signals: 1 email signal on sageadvisory.com, 5 non-official email signals5 phone signals available
-
John Slais
Austin, Texas, United States2 email signals: 1 email signal on sageadvisory.com, 1 non-official email signal2 phone signals available
-
Michael Nash
San Francisco Bay Area, United States5 email signals across 4 non-official domains16 phone signals available
-
1 email signal across 1 non-official domain
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Sage Advisory
AeroLeads maps 4 visible contact signals for Sage Advisory. Coverage is multi-channel contact coverage.