Meet our team
SagePoint Capital Partners guides families who are managing significant wealth and real complexity.
Chief Executive Officer
Head of Private Investment Strategy
Chief Investment Officer and Head of Investment Strategy
Senior Wealth Strategist*
Chief Strategy & Financial Officer
Principal of Global Leadership, Legacy, and Civil Impact
Managing Director - Family Office & Institutional Advisor
Chief Operating Officer
Head of Family & Community Engagement Services*
*See disclosures below for John Bunge and Phil Nicaud.
Explore Alignment
SagePoint works with a limited number of families where discretion, long-term intent, and the scope of complexity warrant a dedicated partner. An initial discussion is intended to understand context, priorities, and whether a relationship makes sense.