Sage Mountain Advisors
Sage Mountain is an all-inclusive wealth management firm and alternative investing community. We provide concierge-level service dedicated to protecting and enhancing a family's net worth for this generation and the next.
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Verified contacts
30
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
3
tools in use
Monthly traffic
233
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- RA
Russ Allen
Director of Investment Strategy · Finance & Accounting
EmailPhone - ND
Ned Douthat
Wealth Advisor · Finance & Accounting
EmailPhone - TB
Tim Byerly
Wealth Advisor · Finance & Accounting
EmailPhone - AC
Alaina Clemons
Senior Client Services Associate · Customer/Client Service
EmailPhone - AL
Aly Lakdawala
Financial Analyst · Finance & Accounting
EmailPhone - NS
Nancy Saucedo
Client Services Associate · Customer/Client Service
EmailPhone - IB
Ivana Barac
Client Services Associate · Other
EmailPhone - MB
Matthew Bone
Partner · General Business & Management
EmailPhone - SM
Scott M. Neu
Founder Chief Executive Officer · Other
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Sage Mountain Advisors
20 distinct titles indexed · top 10 shown.
- 3financial analyst
- 3wealth advisor
- 2client services associate
- 2partner
- 1&,
- 1co-founder & chief investment officer
- 1director of investment strategy
- 1financial analyst intern
- 1financial controller
- 1founder chief executive officer
- +10more titles
Sign up to unlock all 30 contacts at Sage Mountain Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 30 verified contacts at Sage Mountain Advisors
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