Douthat spent the past five years as a Private Wealth Advisor at Goldman Sachs, and he will be responsible for offering comprehensive wealth management solutions to the firm’s growing client base. Sage Mountain Advisors advises on over $1.2 billion in assets for a select group of high net worth families.
Atlanta, Georgia—November 9, 2020—Sage Mountain Advisors LLC, a boutique independent wealth management firm, announced today that Ned Douthat has joined the firm as a Wealth Advisor. In this role, Douthat will be responsible for offering comprehensive wealth management solutions to the firm’s growing client base.
“The entire Sage Mountain team is thrilled to have Ned on board. He has deep experience in wealth management, and he will help us continue to deliver the high level of service our clients have come to expect,” said Scott Neu, Co-Founder and CEO of Sage Mountain. “In just over two years, Sage Mountain has grown to advise on over $1.2 billion in assets for over 70 families. We believe more and more high net worth families have recognized the value of partnering with a truly independent firm that places the focus on their goals versus trying to sell them overpriced, proprietary products and services.”
Douthat’s responsibilities include risk management, investment research, asset allocation, and helping clients develop and implement trust and estate, tax, and philanthropic plans.
Douthat joins Sage Mountain from Goldman Sachs, where he served as a Private Wealth Advisor for the past five years. He is a graduate of the University of Texas with a degree in Business Economics and History, and earned an MBA from Emory University’s Goizueta Business School.
Disclosure: Sage Mountain Advisors, LLC (SMA) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about SMA’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request.