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

Adjunct Professor at University of Georgia Financial Planning
Location: Stamford, Connecticut, United States 11 work roles 4 schools
1 work email found @eagleridgeinvestment.com 5 phones found area 203 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email r****@eagleridgeinvestment.com
Direct phone (203) ***-****
LinkedIn Profile matched
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Current company
University of Georgia Financial Planning
Role
Adjunct Professor
Location
Stamford, Connecticut, United States
Company size
11 employees

Who is Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea? Overview

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Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea is listed as Adjunct Professor at University of Georgia Financial Planning, a company with 11 employees, based in Stamford, Connecticut, United States. AeroLeads shows a work email signal at eagleridgeinvestment.com, phone signal with area code 203, and a matched LinkedIn profile for Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea.

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea previously worked as Director of Behavioral Finance at Eagle Ridge Investment Management, Llc and Portfolio Manager & Director of Financial Planning at Eagle Ridge Investment Management, Llc. Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea holds Doctor Of Philosophy (Ph.D.), Personal Financial Planning/Behavioral Finance from Kansas State University.

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Email format at University of Georgia Financial Planning

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*@eagleridgeinvestment.com
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AeroLeads found 1 current-domain work email signal for Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea. Compare company email patterns before reaching out.

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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.

Listed skills include Wealth Management, Portfolio Management, Personal Financial Planning, Behavioral Finance, and 2 others.

Current workplace

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's current company

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University of Georgia Financial Planning
University Of Georgia Financial Planning
Adjunct Professor
Fort Myers, FL, US
Website
eagleridgeinvestment.com
Employees
11
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11 roles

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

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Marketing Collaborator & Improbable Male Model

Current
Tucann

Victoria, Australia

Collaborator/Consultant to promote innovative print design swimwear marketing among men

Jul 2023 - Present

Assistant Professor, Personal Financial Planning

Kansas State University

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.

Jul 2011 - Jun 2019

Co-Founder & President

Chapin Asset Management

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.

Jan 1993 - Jun 2017

Vice President - Private Bank/Global Asset Management (Formerly Btco. Ny)

Deutsche Bank

New York, NY

Jul 1985 - Jan 1993

President, Private Clients Group, Inc.

Bankers Trust Company

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.

Jul 1985 - Jan 1993

Vice President & Team Leader

Connecticut Bank & Trust Company (Now Bank Of America)

Managed team of Fairfield County, CT Private Bankers, Trust & Investment Officers delivering all manner of financial services to high net worth clients

Sep 1973 - Jun 1985
Team & coworkers

Colleagues at University of Georgia Financial Planning

Other employees you can reach at eagleridgeinvestment.com. View company contacts for 11 employees →

MO Michael Oliver, Cfa Michael Oliver, Cfa Colleague at University Of Georgia Financial PlanningNew York City Metropolitan Area, United States View → SV Susan Vetere Susan Vetere Colleague at University Of Georgia Financial PlanningStamford, Connecticut, United States, United States View → BS Briana Selvy Briana Selvy Colleague at University Of Georgia Financial PlanningDecatur, Illinois, United States, United States View → AH Alie Hamilton, Cfp®, Cdfa®, Ctfa Alie Hamilton, Cfp®, Cdfa®, Ctfa Colleague at University Of Georgia Financial PlanningStamford, Connecticut, United States, United States View → JS Justin Sabanski Justin Sabanski Colleague at University Of Georgia Financial PlanningStamford, Connecticut, United States, United States View → LN Lynn Najman Lynn Najman Colleague at University Of Georgia Financial PlanningGarden City, New York, United States, United States View → NS Noah Schneider Noah Schneider Colleague at University Of Georgia Financial PlanningLos Angeles, California, United States, United States View → BC Benjamin Connard Benjamin Connard Colleague at University Of Georgia Financial PlanningNew York, New York, United States, United States View → JM Jesse Moroyoqui Jesse Moroyoqui Colleague at University Of Georgia Financial PlanningNew York City Metropolitan Area, United States View → DT David Tillson, Cfa David Tillson, Cfa Colleague at University Of Georgia Financial PlanningWestport, Connecticut, United States, United States View →
4 education records

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

Doctor Of Philosophy (Ph.D.), Personal Financial Planning/Behavioral Finance

Kansas State University

Activities and Societies: Phi Kappa Phi Honor Society, Kappa Omicron Nu Honor Society

Bgs, Liberal Arts And Sciences, General Studies And Humanities

Ohio University

Activities and Societies: Fraternity of Phi Gamma Delta (Fijis)

FAQ

Frequently asked questions about Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea

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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 University of Georgia Financial Planning?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea is listed as Adjunct Professor at University of Georgia Financial Planning.

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

AeroLeads has found 1 work email signal at @eagleridgeinvestment.com for Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea at University of Georgia Financial Planning.

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

AeroLeads has found 5 phone signal(s) with area code 203 for Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea at University of Georgia Financial Planning.

Where is Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea based?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea is based in Stamford, Connecticut, United States while working with University of Georgia Financial Planning.

What companies has Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea worked for?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea has worked for University Of Georgia Financial Planning, Eagle Ridge Investment Management, Llc, Tucann, Columbia University In The City Of New York, and Kansas State University.

Who are Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's colleagues at University of Georgia Financial Planning?

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea's colleagues at University of Georgia Financial Planning include Michael Oliver, Cfa, Susan Vetere, Briana Selvy, Alie Hamilton, Cfp®, Cdfa®, Ctfa, and Justin Sabanski.

How can I contact Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea?

You can use AeroLeads to view verified contact signals for Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea at University of Georgia Financial Planning, including work email, phone, and LinkedIn data when available.

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

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea holds Doctor Of Philosophy (Ph.D.), Personal Financial Planning/Behavioral Finance from Kansas State University.

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

Ron Sages, Phd, Aep®, Cfp®, Ctfa, Ea is listed with skills including Wealth Management, Portfolio Management, Personal Financial Planning, Behavioral Finance, Financial Risk Management, and Financial Literacy.

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