Sage Mountain Advisors
Whitney works alongside the Chief Executive Officer and Chief Investment Officer in the management of the company, and she is responsible for leading the firm’s Compliance Program. In this role, she oversees the firm’s policies, procedures, and code of ethics.
Whitney has over 10 years of experience working in investment management. Prior to joining Sage Mountain in 2018, she was the Chief Compliance Officer at Asset Preservation Advisors, an Atlanta-based firm which manages over $3 billion of municipal bonds. She started her career at Homrich Berg, a local wealth management firm. Whitney received an MBA from the University of Georgia in Business Administration.
Whitney and her husband, Genc, love to travel and have two daughters.
Sage Mountain Advisors
At Sage Mountain we are committed to working with individuals and families to realize their financial goals, enrich their futures and shape a new generation of possibilities.