Profil
Joey Sager is a Managing Director for Venturi Wealth Management.
His career began in 1985 at Merrill Lynch, where he became a Certified Financial Manager.
Joey has been recognized by Wells Fargo Advisors as a Premier Advisor each year from 2002 through 2017.
He was honored by The Winners Circle LLC in Oklahoma Magazine in 2008, and by Barron’s Magazine in 2009, as a top 1,000 Advisor which included being ranked the Top Financial Advisor in Oklahoma.
Joey is active in his church, serving on leadership and ministry teams.
He has been a speaker at Christian events for over 25 years and has traveled regularly with mission teams in Latin America, Africa, Eastern Europe and the Middle East.
He volunteers with children’s group homes, coordinated a children’s eye clinic at a local mission center, and served as a volunteer and director at a clinic that offers free medical and counseling services.
He leads a community development project called Shared Success in Nicaragua, Uganda, and Oklahoma City which helps aspiring leaders develop sustainable, income-producing businesses.
Past service includes director or leadership positions with Ethnographic Media, INFO (a statewide support group for those with an incurable genetic disorder), Ministries of Jesus, Oklahoma Youth Expo, and Southwestern Oklahoma State University Foundation.
Aktive Positionen von Sager Joey
Unternehmen | Position | Beginn |
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Venturi Investment Partners
Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Private Equity Investor | 01.09.2018 |
Ehemalige bekannte Positionen von Sager Joey
Unternehmen | Position | Ende |
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Waypoint Investment Partners, Inc.
Waypoint Investment Partners, Inc. Investment ManagersFinance Part of Chesswood Group Ltd., Waypoint Investment Partners, Inc. is a Toronto-based investment manager that services high net worth individuals, family offices, investment advisors, foundations and institutional clients. Waypoint Investment Partners was acquired by Chesswood Capital Management, Inc. on May 25, 2022 for $2.83 million. With a team of 12 experienced industry professionals, Waypoint delivers proprietary products and services. Waypoint is a member of the Portfolio Management Association of Canada and is registered as an investment fund manager, portfolio manager and exempt market dealer in several Canadian provinces. The Canadian company was founded in 2017 by Michael Tait. Christopher Maxwell Torokvei has been the CEO of the company since 2017. | Direktor/Vorstandsmitglied | 30.09.2018 |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Private Equity Investor | 30.03.2002 |
Erfahrungen
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Private Unternehmen | 3 |
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Venturi Investment Partners
Venturi Investment Partners Investment ManagersFinance Venturi Investment Partners is a Private Equity firm founded in 1900. The firm is headquartered in Austin, Texas. | Finance |
Waypoint Investment Partners, Inc.
Waypoint Investment Partners, Inc. Investment ManagersFinance Part of Chesswood Group Ltd., Waypoint Investment Partners, Inc. is a Toronto-based investment manager that services high net worth individuals, family offices, investment advisors, foundations and institutional clients. Waypoint Investment Partners was acquired by Chesswood Capital Management, Inc. on May 25, 2022 for $2.83 million. With a team of 12 experienced industry professionals, Waypoint delivers proprietary products and services. Waypoint is a member of the Portfolio Management Association of Canada and is registered as an investment fund manager, portfolio manager and exempt market dealer in several Canadian provinces. The Canadian company was founded in 2017 by Michael Tait. Christopher Maxwell Torokvei has been the CEO of the company since 2017. | Finance |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Finance |