ANDY NUGENT, CFA®, DIRECTOR OF INVESTMENTS
My passion is to build portfolios and develop lasting relationships with the clients who trust us to grow their assets. As Director of Investments, I use my 20+ years of investment experience building personalized portfolios with our Chief Investment Officer to help you achieve not only your investment objectives, but also your life objectives, which successful investments will free you to pursue.
I was drawn to Sage Capital Advisors because our boutique nature allows us the opportunity to give our clients the personal attention they desire and deserve. Managing assets is energizing and thought-provoking, and it is very rewarding to combine that fulfillment with the relationships we foster and the ability to speak directly to those who have trusted us with their wealth.
JAN OZENBAUGH, CLIENT RELATIONS MANAGER
After three decades in the industry, I have the privilege of getting to know our clients and their families. I strive to ensure that each client receives great service and attention from their SAGE team. With over 28 years in the financial services industry, and specifically in administering trusts and complex estates, I am able to be an advocate in searching for solutions to client needs.
I enjoy working in the San Diego Community and currently, serve on the board of the San Diego Planned Giving Partnership group and the Executive Women’s Council at the University Club.
TRAVIS VERDIN, MANAGING DIRECTOR - HOUSTON
Travis is a member of the United Houma Nation of Louisiana. He has a Master's in Business Administration with a concentration of Financial Analytics and Business Strategy from Nicholls State University in Louisiana with a Bachelor's in Entrepreneurship.
Travis brings his managerial and project implementation skills to Sage Capital Advisors as Managing Director of the Houston Office, adding his strategic planning experience to the Tribal Division and Small and Medium Business Owners in the Gulf Coast.
DIANA BLAIR, PRESIDENT
I formed Sage Capital with my business partner, Matt, in 2005 with a vision to care for our clients with integrity, transparency, and due diligence. As Sage has grown over the years, I am proud of our ability to serve our clients independently and develop customized solutions that help them reach their unique goals. I believe in “do business to do good” and I take my fiduciary duty seriously to always put my clients’ interests first.
I am passionate about education so individuals can make informed decisions about their wealth, which is why I’ve developed my own educational program and workbook. I am committed to educating vulnerable and traditionally underserved clients so they are never taken advantage of and can make financial decisions with confidence.
MATT JOHNSON, CFA®, CIO
As the Chief Investment Officer for Sage, I work diligently to successfully manage the investments in your portfolios. In my experience, investment management is both an art and a science. Not only am I committed to the science of quantifiable risk and returns based on research and evidence, but I am also committed to the art of managing the impacts your investments have on your life, emotions, goals, and future vision.
My Sage Promise to you includes day-to-day management of your investments by lowering risk and purchasing value-priced companies. I am always available to talk. Please feel free to connect with me if you have questions about your portfolio or need current market information.