Portfolio Manager

Brent Lekvin, Ph.D., CFA is President of Sage Financial Advice, and serves as the portfolio manager for all client accounts.

He has more than 25 years of investment experience, spanning numerous bull and bear markets.

His educational background includes a Ph.D. in Finance from the University of Iowa, an MBA in Finance from Loyola University of Chicago, and a BBA in Finance from the University of Wisconsin—Eau Claire.

Dr. Lekvin is a CFA Charterholder. The CFA designation is globally recognized and attests to a charterholder’s success in completing a rigorous and comprehensive course of study and examinations in the field of investment analysis and management.

Our solutions are custom designed to meet your unique investment needs.