SageView Advisory Group, an independent RIA based in Newport Beach, Calif., has added two next-generation executives to support the firm’s growth in its wealth management operations, the firm announced today.
Matt Cosgriff joins the firm as senior vice president, head of wealth management advisory services. Sophie Benander joins as vice president of wealth management client experience. The hires support the strategic expansion of SageView’s wealth management practice, SageView said.
Cosgriff was previously with BerganKDV where he served as director of wealth management and was responsible for growing and managing the wealth management division, as well as serving as a senior wealth and retirement plan advisor. Under his leadership, client assets at BerganKDV grew from $1 billion to $2.5 billion.
“Joining SageView allows me to marry my experience within the retirement and wealth management segments to support the firm’s focus on becoming a leading provider of advisory services at the intersection of wealth management and retirement planning,” Cosgriff said in a statement.
Prior to joining SageView, Benander served as the assistant director of wealth management at Adviser Investments. During her 15-year career, she has accumulated experience in mutual funds custody and strategic planning for wealth management services.
“Throughout my career, I have focused on bringing the right people and solutions together to drive business growth and client success,” Benander said in a statement. She also will lead the firm's Centralized Advisory Services team.
“Matt and Sophie deliver an excellent balance of experience and drive,” John Longley, CEO, said in a statement. “I am confident that their talent and leadership will have a significant impact on helping achieve our business goals.”
SageView also announced the appointment of Natasha Pfeiffer as chief legal officer and corporate secretary. She will oversee the legal and compliance departments and support the strategic initiatives of both the institutional and private wealth management lines of business.
Prior to joining SageView earlier this year, Pfeiffer served as vice president and senior legal director at Goldman Sachs, supporting the high-net-worth wealth management business. Her appointment will support the expansion of the firm’s private wealth business, SageView said.