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®
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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Brent Yamaato
Partner
Brent is the Chief Operating Officer of Sage Mountain. He brings over 25 years of financial services experience leading high-performing teams and executing large-scale operational initiatives within the banking industry and wealth management sector.
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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®
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.
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Will Tuggle, CFA
Partner
Prior to joining Sage Mountain, Will was a Vice President with Goldman Sachs.
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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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Evan Daugherty, CFA, CAIA
Before joining Sage Mountain, Evan spent 3 years as Vice President and Senior Investment Advisor with PNC Private Bank.
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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.
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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
Partner
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 in November 2020 and currently serves as a Senior Client Service Associate. She brings nearly 10 years of experience in client service within the wealth management space, delivering high-touch support to clients and their families.
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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.
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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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Philip Tarrer
Philip Tarrer was born and raised in Atlanta, Georgia. He received his BS in Computer Science from Georgia Tech in 2024.
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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 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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Jeff Crow CFP
Jeff joined Sage Mountain Advisors in October 2025. He provides guidance on income tax, retirement, and estate planning.
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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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