Craig B. Carpenter

Consumer Services

Finance

Profile

Mr. Craig B.
Carpenter is a Director of Investment Division at Sage Financial Group, Inc. He oversees investment research and strategy, providing investment leadership and communicating the economic and investment outlook to clients.
He joined Sage in 2005 and spent several years working with one of the firm’s partners directly managing client relationships.
Mr. Carpenter graduated summa cum laude from Cornell University with his AB after double-majoring in classics and English.
He also earned the Master of Divinity degree summa cum laude from Westminster Seminary, and he holds the Master of Theology degree from Princeton Seminary.

Former positions of Craig B. Carpenter

Companies	Position	End
Sage Financial Group, Inc. Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds.	Director of Research - Equity	16/09/2020

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Training of Craig B. Carpenter

Cornell University	Undergraduate Degree
Westminster College (Pennsylvania)	Graduate Degree
Princeton University	Graduate Degree

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	1
Sage Financial Group, Inc. Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds.	Finance