SAGEPOINT FINANCIAL, INC. of PHOENIX, AZ is an SEC-registered investment adviser (CRD 133763). Regulatory assets under management: $16.5B.
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| Name | Role | Location |
|---|---|---|
| CANNON JAMES RICHARD | PRESIDENT, CEO, DIRECTOR | — |
| KUBICA LISA SUE | E.V.P., COO, SROP; E.V.P., COO, SROP, MP | — |
| RADFORD CHRISTOPHER BLAKE | EXECUTIVE VICE PRESIDENT, NATIONAL SALES MANAGER; EXECUTIVE VICE PRESIDENT, NATIONAL SALES MANAGER, SROP | — |
| CAVANAUGH MARY LOUISE | DIRECTOR | — |
| SONCHIK RITA LYNN | V.P. ACCOUNTING; V.P. BUSINESS ANALYST AND CONTROL | — |
| STAUFFER RALPH OWEN JR | V.P. INFORMATION TECHNOLOGY | — |
| MCREYNOLDS MICHAEL RONALD | ASSISTANT V.P. INSURANCE | — |
| ROTHSTEIN STEVEN ELLIOT | CHIEF FINANCIAL OFFICER; DIRECTOR, E.V.P.,CFO, TREASURER; E.V.P.,CFO, TREASURER | — |
| FIELDS INGER WILSON | FINOP; FNOP; VICE PRESIDENT, TREASURER AND FINOP | — |
| BOURDAMIS SALLY HANSON | VICE PRESIDENT, BROKERAGE SERVICES; V.P., BROKERAGE SERVICES | — |
| CAPRIOTTI JACQUELYN MARIE | V.P. VISION 2020 | — |
| DORFMAN KENNETH PAUL | CROP | — |
| KARSAY LEXI MIKLOS | FIRST VICE PRESIDENT, CUSTOMER SERVICE AND COMMISSIONS | — |
| STADJUHAR KAREN ELIZABETH | V.P. BRANCH SUPERVISION; V.P. BRANCH SUPERVISION, SROP | — |
| JOHNSON KEITH WINDSOR | V.P. BUSINESS DEVELOPMENT | — |
| ROSEN DIANE SCHLISSEL | ASSISTANT V.P. DIRECTOR OF INVESTMENT RESEARCH | — |
| GAUGHAN BRIDGET MARY | E.V.P. GENERAL COUNSEL, SECRETARY | — |
| DENBY SUSANNE MARIE | CHIEF COMPLIANCE OFFICER; FIRST V.P., CHIEF COMPLIANCE OFFICER; V.P., CCO (+1 more) | — |
| PARKER RALPH JOEL | ASSISTANT VICE PRESIDENT, INSURANCE | — |
| SMITH JAMES RICHARD | MANAGER, NATIONAL SALES BUSINESS ANALYST | — |
| HOFLING PHILLIP ALDEN | VICE PRESIDENT, LEGAL | — |
| HELM LESTER | VICE PRESIDENT, EDUCATION, TRAINING & MARKETING COMMUNICATIONS | — |
| FREEMAN BRUCE TODD | ASSISTANT VICE PRESIDENT, DIRECTOR OF TRADING, MUNICIPAL PRINCIPAL; ASSOCIATE VICE PRESIDENT, DIRECTOR OF TRADING, MUNICIPAL PRINCIPAL; VP, DIRECTOR OF TRADING & COMMISSIONS, MUNICIPAL PRINCIPAL | — |
| PRATER HELEN HOWARD | DIRECTOR, SENIOR VICE PRESIDENT, OPERATIONS | — |
| SCHLUETER MATTHEW ADAM | CHIEF ADMINISTRATIVE OFFICER, EVP; CHIEFOPERATIONS OFFICER; DIRECTOR, CHIEF OPERATIONS OFFICER, EVP (+3 more) | — |