David Berdon

Background

About David Berdon

At Sage Wealth Management, we work intimately with a small number of highly successful individuals, families, and businesses to help build and preserve their wealth, maintain their lifestyle, and create a meaningful legacy. Sage provides a level of investment experience, combined with a deep understanding of tax, estate, and financial planning strategies. Our mission is to reduce complexity in our clients lives by acting as their “quarterback”, coordinating across all of their legal, tax, and other financial providers. This enables us to deliver truly holistic and comprehensive strategies for all financial needs and allows our clients to focus on what is most significant. Serving as Sage’s Chief Investment Officer, David constructs portfolios customized for each client’s unique investment objectives. David brings 25+ years of investing and financial markets experience to the task. Most recently, he headed Morgan Stanley's Wealth Management Research department, where he managed a team of 125 professionals responsible for creating and delivering investment advice to the firm's advisors and $2 trillion in client assets. David's responsibilities spanned global asset allocation, product research and asset manager research for mutual funds, ETFs, and alternatives including private equity, private real estate and hedge funds. He also served as CEO and Board member of Morgan Stanley’s $6 billion publicly traded CGCM fund family. Before joining Morgan Stanley, David spent 12 years at Goldman Sachs & Co, where he was a co-portfolio manager for $35 billion in institutional equities. David earned an MBA from the Wharton School at the University of Pennsylvania and a B.A. in government and law from Lafayette College. Most recently, David was named to the Forbes Best-In-State Wealth Advisors list for 2022. In his spare time, David enjoys playing golf, all racquet sports, country music, and spending time with his wife, two daughters, and dog Leo. Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. Awards Disclosures: