Team
Scott Neu, CFA
Chief Executive Officer
Partner
Prior to co-founding Sage Mountain, Scott worked at Goldman Sachs as a Managing Director in the Private Wealth Management division.
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Tony Cox
Chief Investment Officer
Partner
Prior to co-founding Sage Mountain, Tony worked in Private Wealth Management at Goldman Sachs for nine years.
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Whitney Imeraj, IACCP®
Chief Operations Officer
Partner
Whitney works alongside the Chief Executive Officer and Chief Investment Officer in the management of the company, and she is responsible for leading the firm’s Compliance Program.
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Russ Allen, CFA
Partner
Russ provides guidance to Sage Mountain’s investment strategy and conducts manager due diligence.
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Christine Phelps, CFP®, CTFA
Partner
Prior to joining Sage Mountain, Christine was a Senior Wealth Advisor with BB&T (now Truist).
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Ned Douthat, CFA
Partner
Prior to joining Sage Mountain, Ned worked as a Private Wealth Advisor at Goldman Sachs for over 5 years. In that role, he advised families on strategy ranging from portfolio management and investment analysis to generational wealth transfer, charitable giving, and transaction planning.
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Will Tuggle, CFA
Partner
Prior to joining Sage Mountain, Will was a Vice President with Goldman Sachs. He worked as Private Wealth Advisor, in addition to advising top-level corporate executives in Ayco Executive Financial Management.
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Tim Byerly
Prior to joining Sage Mountain, Tim was a Senior Vice President and Institutional/RIA Client Advisor at Angel Oak Capital Advisors, an alternative credit investment management firm.
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Taylor Brown
Prior to joining Sage Mountain, Taylor spent seven years at Merrill Lynch, where she was an Assistant Vice President in the Private Wealth Management Division.
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Ryan Kittrell, CFP®, CLU, ChFC
Ryan joined Sage Mountain Advisors in May 2022. He provides guidance on income tax, retirement, and estate planning. Prior to Sage Mountain, he was the lead planner at a small Atlanta firm focusing on comprehensive planning for individuals and family run businesses.
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Allison Pickens
Partner
Allison joined Sage Mountain Advisors as Vice President of Client Services in 2018. She graduated in 2008 with a Bachelors degree in Business Management from the University of Florida.
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Matthew Bone
Matt joined Sage Mountain Advisors in October 2021 as the VP of Reporting. Prior to joining the team, Matt was an Operations Manager at Reliance Trust Company.
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Alaina Clemons
Alaina joined Sage Mountain Advisors in November 2020 as a Client Services Associate. Prior to joining the team, Alaina was a Wealth Fiduciary Client Specialist at BB&T Wealth.
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Anna Esoda, CFA
Anna joined Sage Mountain Advisors as a Senior Portfolio Manager in February 2022. Prior to joining the team, Anna was a Senior Client Transition Manager at SignatureFD.
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John Darby, CFA
John joined Sage Mountain Advisors as a Senior Portfolio Manager in January 2023.
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Jason Howard, CFA
Jason Howard was born and raised in Atlanta, Georgia. He earned his Finance BBA from the University of Georgia. Prior to joining Sage Mountain in the role of Senior Investment Associate.
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Ryan Sheffield
Ryan comes from Clayton, California. He received his BSBA in Finance from The Ohio State University in 2022 and joined Sage Mountain in July of 2022.
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Ivana Barac
Ivana Barac joined Sage Mountain Advisors in September 2021 as a Client Services Associate. She graduated in 2020 from The University of Georgia with her Bachelors degree in Economics.
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Nancy Saucedo
Nancy Saucedo joined Sage Mountain Advisors in August 2023 as a Client Services Associate. She graduated from the University of Georgia in 2017 with a BBA in Finance and a certificate in Legal Studies.
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David Pence
David Pence joined Sage Mountain Advisors in June 2024 as a Senior Client Service Associate.
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Aly Lakdawala, CFP®
Aly Lakdawala was born and raised in Atlanta, Georgia. He earned his Finance BBA and Economics BBA from the University of Georgia.
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Jeniah Jeffers
Jeniah was born in Brooklyn, NY and raised in Gainesville, GA. She joined Sage Mountain Advisors in July 2023 as a Financial Analyst.
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Young Jin Ji
Young Jin Ji was born in South Korea and grew up in New York. He earned his finance BBA and master’s in accounting from Georgia State University.
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