Team
Scott Neu, CFA
Co-Founder
Chief Executive Officer
Partner
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.
Tony Cox
President
Chief Investment Officer
Partner
Chief Investment Officer
Partner
Prior to co-founding Sage Mountain, Tony worked in Private Wealth Management at Goldman Sachs for nine years.
Brent Yamaato
Chief Operating Officer
Partner
Partner
Brent is the Chief Operating Officer of Sage Mountain. He brings over 25 years of financial services experience leading high-performing teams.
Whitney Imeraj, IACCP®
Chief Compliance Officer
Partner
Partner
Whitney works alongside the Chief Executive Officer and Chief Investment Officer in the management of the company.
Russ Allen, CFA
Director of Investment Strategy
Partner
Partner
Russ provides guidance to Sage Mountain’s investment strategy and conducts manager due diligence.
Ryan Kittrell, CFP®, CLU, ChFC
Director of Financial Planning
Ryan joined Sage Mountain Advisors in May 2022. He provides guidance on income tax, retirement, and estate planning.
Allison Pickens
Director of Client Services
Partner
Partner
Allison, our Director of Client Services, provides white-glove service to the families she works closely with.
Matthew Bone
Director of Reporting
Partner
Partner
Matt joined Sage Mountain Advisors in October 2021 as the VP of Reporting.
Anna Esoda, CFA
Vice President of Portfolio Management
Anna joined Sage Mountain Advisors as a Senior Portfolio Manager in February 2022.
David Pence
Vice President of Operations
David Pence joined Sage Mountain in June 2024 as a Senior Client Service Associate.
Christine Phelps, CFP®
Wealth Advisor
Partner
Partner
Prior to joining Sage Mountain, Christine was a Senior Wealth Advisor with BB&T (now Truist).
Ned Douthat, CFA
Wealth Advisor
Partner
Partner
Prior to joining Sage Mountain, Ned worked as a Private Wealth Advisor at Goldman Sachs for over 5 years.
Will Tuggle, CFA
Wealth Advisor
Partner
Partner
Prior to joining Sage Mountain, Will was a Vice President with Goldman Sachs.
Leslie Farman
Senior Client Services Associate
Leslie is a Senior Client Service Associate with over 15 years of experience in the wealth management industry.
John Darby, CFA
Senior Investment Strategist
John joined Sage Mountain Advisors as a Senior Portfolio Manager in January 2023.
Hunter Brooks, CFA
Senior Portfolio Manager
Hunter joined Sage Mountain Advisors as a Senior Portfolio Manager in November 2025.
Alaina Clemons
Senior Client Service Associate
Alaina joined Sage Mountain in November 2020 and currently serves as a Senior Client Service Associate.
Jason Howard, CFA
Portfolio Manager
Jason Howard was born and raised in Atlanta, Georgia. He earned his Finance BBA from the University of Georgia.
Evan Daugherty, CFA, CAIA
Wealth Advisor
Before joining Sage Mountain, Evan spent 3 years as Vice President and Senior Investment Advisor with PNC Private Bank.
Taylor Brown
Wealth Advisor
Prior to joining Sage Mountain, Taylor spent seven years at Merrill Lynch, where she was an Assistant Vice President.
Tim Byerly
Wealth Advisor
Prior to joining Sage Mountain, Tim was a Senior Vice President and Institutional/RIA Client Advisor at Angel Oak Capital Advisors.
Jeff Crow, CFP®
Financial Planner
Jeff joined Sage Mountain Advisors in October 2025. He provides guidance on income tax, retirement, and estate planning.
Young Jin Ji
Financial Controller
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.
Jeniah Jeffers
Portfolio Analyst
Jeniah was born in Brooklyn, NY and raised in Gainesville, GA. She joined Sage Mountain Advisors in July 2023 as a Financial Analyst.
Philip Tarrer
Portfolio Analyst
Philip Tarrer was born and raised in Atlanta, Georgia. He received his BS in Computer Science from Georgia Tech in 2024.
Ryan Sheffield
Portfolio Associate
Ryan comes from Clayton, California. He received his BSBA in Finance from The Ohio State University in 2022.
Aly Lakdawala, CFP®
Portfolio Associate
Aly Lakdawala was born and raised in Atlanta, Georgia. He earned his Finance BBA and Economics BBA from the University of Georgia.
Nancy Saucedo
Client Service Associate
Nancy Saucedo joined Sage Mountain Advisors in August 2023 as a Client Services Associate. She graduated from the University of Georgia.
Ivana Sheats
Client Service Associate
Ivana Sheats 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.
Monika Cribeiro
Client Service Specialist
Prior to joining Sage Mountain, Monika worked at The Home Depot as an Operations and Customer Order Specialist, managing complex orders.
Elizabeth Caffarelli
Reporting Associate
Elizabeth Caffarelli joined Sage Mountain in November 2024 as a Reporting Associate.
Melanie Buchholz
Executive Assistant & Office Manager
Melanie Buchholz joined Sage Mountain Advisors in October 2024 as an Executive Assistant and Office Manager.