Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea Email and Phone Number

Adjunct Professor @ University of Georgia Financial Planning
Fort Myers, FL, US
Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's Location
Stamford, Connecticut, United States, United States
Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's Contact Details

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea work email

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea personal email

n/a
About Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea

Concluded, as of 6/30/24, 51 years working with high net worth clients who seek an uncommon degree of innovation, technical expertise and client service in the management of their personal financial affairs. Have also provided pro bono personal financial planning through the CFP® Board over this time frame. Named Director of Behavioral Finance 7/1/24 at ERIM, and continuing as an entrepreneurial consultant as part of my career-long practice of “paying it forward.”Past experience includes 25 years as a co-founder and owner of Chapin Asset Management (1992-2017), an entrepreneurial boutique asset and wealth management firm, 20 years (1973 - 1993) in the corporate world with Super Regional (CBT, now Bank of America) and Money Center Banking (Bankers Trust Company- NYC, now Deutsche Bank) in Personal Trust, Investment, Private Banking, & Wealth Management.Currently (2019-present) serve as an Adjunct Professor at the University of Georgia, Athens, Georgia, in the Department of Financial Planning, Housing & Consumer Economics & UGA Joint JD/MSFP Program teaching Advanced Estate Planning and Practice Management.Previously served on the inaugural faculty (2019-2020) in Columbia University's Master's in Wealth Management Program as Lecturer. Past academic appointment as an Assistant Professor of Personal Financial Planning for Kansas State University, Manhattan, KS (2011-2019) teaching Estate Planning and Investments Core CFP® courses, Financial Ethics and Mediation in PFP, Applied Behavioral Finance, CFP® Capstone/Financial Development Plan Course, Advanced Estate Planning, Advanced Retirement Planning, and Research Methods I.Specialties: Specialize in design and management of taxable portfolios for all personal trust arrangements (portfolio driven tax management) and for individuals who desire an uncommon degree of attention and focus on their personal finances.Expertise includes portfolio & wealth management, investment research, personal financial planning, sales & marketing within a "transfer tax protected" environment.Consulted for major financial institutions to enhance technical expertise of line officers.Served as Expert Witness in cases before Federal District Courts involving investment litigation of personal trust arrangements.Published empirical peer-reviewed research & texts in the areas of Applied Behavioral Finance, Financial Therapy, Financial Literacy & Financial Risk Management.

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's Current Company Details
University of Georgia Financial Planning

University Of Georgia Financial Planning

View
Adjunct Professor
Fort Myers, FL, US
Website:
eagleridgeinvestment.com
Employees:
11
Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea Work Experience Details
  • University Of Georgia Financial Planning
    Adjunct Professor
    University Of Georgia Financial Planning
    Fort Myers, Fl, Us
    View
  • Eagle Ridge Investment Management, Llc
    Director Of Behavioral Finance
    Eagle Ridge Investment Management, Llc Jul 2024 - Present
    Stamford, Connecticut, United States
    View
  • Eagle Ridge Investment Management, Llc
    Portfolio Manager & Director Of Financial Planning
    Eagle Ridge Investment Management, Llc Jul 2017 - Jun 2024
    Stamford, Connecticut
    View
  • Tucann
    Marketing Collaborator & Improbable Male Model
    Tucann Jul 2023 - Present
    Victoria, Australia
    Collaborator/Consultant to promote innovative print design swimwear marketing among men
    View
  • University Of Georgia Financial Planning
    Adjunct Professor
    University Of Georgia Financial Planning Jul 2019 - Present
    Athens, Georgia
    View
  • Columbia University In The City Of New York
    Lecturer, Wealth Management
    Columbia University In The City Of New York May 2020 - May 2021
    New York City Metropolitan Area
    Master’s in Wealth Management
    View
  • Kansas State University
    Assistant Professor, Personal Financial Planning
    Kansas State University Jul 2011 - Jun 2019
    Manhattan, Ks
    Assistant Professor, Personal Financial PlanningDecember 2012 - June 2019Teach Capstone/Financial Plan Development (Case Studies) Course in the Master's in Family Financial Planning Program, Applied Behavioral Finance, Estate Planning, Investments, Personal Financial Ethics & Mediation, Advanced Estate Planning, Advanced Retirement Planning, and Research Methods I. Conduct research in Applied Behavioral Finance involving decision-making under risk, risk management, and financial… Show more Assistant Professor, Personal Financial PlanningDecember 2012 - June 2019Teach Capstone/Financial Plan Development (Case Studies) Course in the Master's in Family Financial Planning Program, Applied Behavioral Finance, Estate Planning, Investments, Personal Financial Ethics & Mediation, Advanced Estate Planning, Advanced Retirement Planning, and Research Methods I. Conduct research in Applied Behavioral Finance involving decision-making under risk, risk management, and financial literacy.Instructor, Personal Financial PlanningJuly 2011 - December 2012Instructor in Personal Financial Planning; teach Certificate in Personal Financial Planning Core Courses (Fundamentals, Insurance & Risk Management, Investments, Retirement Planning, Estate Planning and Case Studies) Show less
    View
  • Chapin Asset Management
    Co-Founder & President
    Chapin Asset Management Jan 1993 - Jun 2017
    Greenwich, Ct
    Boutique asset management firm catering to affluent persons and individual family members serving as fiduciaries of various family trust arrangements. Firm specializes in taxable portfolio management for individuals, trusts and estates, comprehensive wealth management and personal financial planning. Client base served consists of multiple generations of families, using a holistic and proprietary approach.
    View
  • Deutsche Bank
    Vice President - Private Bank/Global Asset Management (Formerly Btco. Ny)
    Deutsche Bank Jul 1985 - Jan 1993
    New York, Ny
    View
  • Bankers Trust Company
    President, Private Clients Group, Inc.
    Bankers Trust Company Jul 1985 - Jan 1993
    New York, Ny
    Private Clients Group, Inc, a wholly owned subsidiary of Bankers Trust Company. Responsible for profitable management of investment & personal trust professionals, and the marketing/development of new business.
  • Connecticut Bank & Trust Company (Now Bank Of America)
    Vice President & Team Leader
    Connecticut Bank & Trust Company (Now Bank Of America) Sep 1973 - Jun 1985
    Managed team of Fairfield County, CT Private Bankers, Trust & Investment Officers delivering all manner of financial services to high net worth clients

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea Skills

Wealth Management Portfolio Management Personal Financial Planning Behavioral Finance Financial Risk Management Financial Literacy

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea Education Details

Frequently Asked Questions about Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea

What company does Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea work for?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea works for University Of Georgia Financial Planning

What is Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's role at the current company?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's current role is Adjunct Professor.

What is Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's email address?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's email address is ra****@****ate.edu

What is Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's direct phone number?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's direct phone number is +120325*****

What schools did Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea attend?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea attended Kansas State University, Northwestern University, University Of Connecticut School Of Business, Ohio University.

What are some of Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's interests?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea has interest in Financial Therapy, Enhancing Financial Literacy, Behavioral Finance.

What skills is Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea known for?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea has skills like Wealth Management, Portfolio Management, Personal Financial Planning, Behavioral Finance, Financial Risk Management, Financial Literacy.

Who are Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's colleagues?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's colleagues are Lynn Najman, Noah Schneider, Jesse Moroyoqui, Michael Oliver, Cfa, John Knox, David Tillson, Cfa, Briana Selvy.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.