Rebecca Anderson

Director, Engagement & Communications at Sage Financial Group, Inc.

Rebecca Anderson

Rebecca Anderson

Director, Engagement & Communications at Sage Financial Group, Inc.

Biography

Rebecca Anderson Director, Engagement and Communications

Rebecca directs efforts around marketing and communications, practice management, strategic initiatives related to client engagement, and the day-to-day operations of the client services team. She also oversees recruiting and the development of Sage’s distinctive team culture.


Rebecca graduated cum laude from Harvard College with an A.B. in English and American literature. She went on to earn her M.A. and C.Phil. in American literature from the UCLA where she focused on 19th century American poetry. Before joining Sage, Rebecca spent ten years as a freelance editor for clients ranging from Harvard Business Review and MIT’s Sloane Management Review to New York Times best-selling memoirists. She was the Director of Communications at Friends’ Central School, and part of the marketing team at Ballard Spahr, a national law firm based in Philadelphia.

Rebecca is Programs Chair on the Board of the Harvard Club of Philadelphia.

What do you love most about being part of Sage?
That it is a family business. The drive to build something special and unique is very much a part of the everyday culture.

What particular qualities do you have that benefit the Sage team and the client experience?
I am a good listener; new projects excite me; and I have an unwavering sense of responsibility for my work and, most importantly, the people in my life.

Overview
RelSci Relationships

37

Number of Boards

1

Relationships
RelSci Relationships are individuals Rebecca Anderson likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Sage Financial Group, Inc.

Relationship likelihood: Strong

Co-Founder at Sage Financial Group, Inc.

Relationship likelihood: Strong

Executive Wealth Manager & Partner at Sage Financial Group, Inc.

Relationship likelihood: Strong

Controller at Sage Financial Group, Inc.

Relationship likelihood: Strong

Billing Coordinator at Sage Financial Group, Inc.

Relationship likelihood: Strong

Director, SAGE Real Estate Group at Sage Financial Group, Inc.

Relationship likelihood: Strong

Director, Investment Division at Sage Financial Group, Inc.

Relationship likelihood: Strong

Operations Administrator at Sage Financial Group, Inc.

Relationship likelihood: Strong

Senior Manager, Information Technology at Sage Financial Group, Inc.

Relationship likelihood: Strong

Senior Manager, Investment Reporting at Sage Financial Group, Inc.

Relationship likelihood: Strong

Paths to Rebecca Anderson
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Rebecca Anderson
Director, Engagement & Communications at Sage Financial Group, Inc.
Education
MA

UCLA's primary purpose as a public research university is the creation, dissemination, preservation and application of knowledge for the betterment of our global society. To fulfill this mission, UCLA is committed to academic freedom in its fullest terms: We value open access to information, free and lively debate conducted with mutual respect for individuals, and freedom from intolerance. In all of our pursuits, we strive at once for excellence and diversity, recognizing that openness and inclusion produce true quality. These values underlie our three institutional responsibilities. Learning and teaching at UCLA are guided by the belief that undergraduate, graduate and professional school students and their teachers belong to a community of scholars. This community is dedicated to providing students with a foundational understanding of a broad range of disciplines followed by the opportunity for in-depth study in a chosen discipline. All members of the community are engaged together in discovering and advancing knowledge and practice. Learning occurs not only in the classroom but also through engagement in campus life and in communities and organizations beyond the university.

AB in English & American Literature, cum laude

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

Career History
Director, Engagement & Communications
Current

Sage Financial Group primarily allocates client investment assets among various fixed income securities, mutual funds, ETFs, alternative investments, and/or independent investment manager, on a discretionary and non-discretionary basis based on each client’s stated investment objective. Sage employs a strategic asset allocation investment management style that is designed to deliver the greatest long-term returns with the least risk. They establish strategic targets as long-term investment weightings for the major asset classes based on an investor’s risk-return profile and the assets’ potential returns, volatility, and diversification benefits under varying economic and financial conditions. Sage employs tactical allocation to further reduce risk and to take advantage of compelling opportunities.

Director of Communications
Prior

Friends Central School Corp. educates students from nursery through grade 12. It operates middle and upper schools, and the lower school. The company was founded in 1845 and is headquartered in Wynnewood, PA.

Marketing Team
Prior

Founded in 1885, Ballard Spahr LLP provides legal services. The company also provides counsel in litigation, business and finance, real estate, intellectual property, and public finance. With more than 500 attorneys in 14 offices, its headquarters is at Philadelphia, PA.

Boards & Committees
Member, Board of Directors
Current
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