SageView Advisory Group Hires Senior Vice President
SageView Advisory Group, an independent registered investment advisory firm, announced it hired Matt Cosgriff as senior vice president, head of wealth management advisory services and Sophie Benander as vice president of wealth management client experience.
Reporting to Chief Operating Officer Jorge Bernal, who joined SageView in 2022, the company says Cosgriff and Benander provide the firm with a solid next-generation foundation to further expand upon its leadership position in institutional retirement and wealth management.
“Matt and Sophie deliver an excellent balance of experience and drive,” said John Longley, chief executive officer. “I am confident that their talent and leadership will have a significant impact on helping achieve our business goals.”
Cosgriff joins SageView from BerganKDV, where he served as director of wealth management responsible for growing and managing the wealth management division, as well as serving as a senior wealth and retirement plan advisor. Under his leadership, SageView says client assets grew from $1 billion to $2.5 billion, and the firm earned industry recognition as a top registered investment advisor to work for three consecutive years. He received a bachelor’s degree in economics and finance from St. Olaf College.
“Joining SageView allows me to marry my experience within the retirement and wealth management segments to support the firm’s focus on becoming a leading provider of advisory services at the intersection of wealth management and retirement planning,” Cosgriff said. “With the support of John and the entire executive team, I’m thrilled to work with this exemplary group of wealth management professionals delivering results for our clients.”
Prior to joining SageView, Benander served as the assistant director of wealth management at Adviser Investments. Over her 15 years in the industry, she has extensive experience in mutual funds custody and strategic planning for wealth management services. She holds a bachelor’s degree in business administration from the University of Central Florida, an MBA from Quinnipiac University and holds the Chartered Retirement Plans Specialist designation and the Series 65 license.
“Throughout my career, I have focused on bringing the right people and solutions together to drive business growth and client success,” said Benander, who also leads the firm’s Centralized Advisory Services team. “SageView’s vision for its comprehensive wealth management business is clearly articulated and well supported from the very top, and there is a firm-wide focus on delivering an exceptional client experience that not only shapes financial futures but also fosters trust and collaboration.”
The firm also announced it has appointed Natasha Pfeiffer as chief legal officer and corporate secretary, where she oversees the legal and compliance departments and supports the strategic initiatives of both the institutional and private wealth management lines of business. Pfeiffer works across the organization alongside human resources, operations, finance, marketing and communications.
Longley said, “I have found that a strategic thinker in a legal executive role is absolutely critical to the success of a growth-minded firm. Natasha brings a range of legal and business experience to this position, and I look forward to working closely with her and leveraging her expertise as a key adviser for years to come.”
Prior to joining SageView in 2023, Pfeiffer served as vice president and senior legal director at Goldman Sachs, supporting the high-net-worth wealth management business. Previously, she served as assistant general counsel at United Capital Financial Advisers and practiced employment and franchise law at Taco Bell Corp., a subsidiary of Yum Brands Inc. Pfeiffer began her legal career at Latham & Watkins LLP in Los Angeles, California where she represented both private and public companies in civil litigation. She graduated from University of California in Los Angeles summa cum laude and received her law degree from UCLA School of Law, where she was a Moot Court Honors recipient.
“SageView is an exceptional firm in a unique position to take full advantage of one of the largest retiring populations in history,” she said. “I am excited to support the expansion of our private wealth business and look forward to supporting John and the board of directors’ vision for this firm.”
SageView Advisory Group LLC is an investment advisor registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.
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