About David Berdon
Serving as Sage’s Chief Investment Officer, David constructs portfolios customized for each client’s unique investment objectives. David brings 25+ years of investing and financial markets experience to the task. Most recently, he headed Morgan Stanley's Wealth Management Research department, where he managed a team of 125 professionals responsible for creating and delivering investment advice to the firm's 16,000 advisors and $2 trillion in client assets. David's responsibilities spanned global asset allocation, product research and asset manager research for mutual funds, ETFs, and alternatives including private equity, private real estate and hedge funds. He also served as CEO and Board member of Morgan Stanley’s $6 billion publicly traded CGCM fund family.
Before joining Morgan Stanley, David spent 12 years at Goldman Sachs & Co., where he was a co-portfolio manager for $35 billion in institutional equities. One of the funds he co-managed, Goldman Sachs Large-Cap Value, was named the #1 fund in its category in 2004. David earned an MBA from the Wharton School at the University of Pennsylvania and a B.A. in government and law from Lafayette College.
In his spare time, David enjoys playing golf, all racquet sports, country music, and spending time with his wife, two daughters, and dog Leo.
Securities Agent: NY, NV, AZ, NH, MO, IN, RI, MN, MI, SC, DE, CO, WV, VT, OR, NC, GA, FL, CA, VA, MD, WY, WA, VI, PR, ID, PA, OH, MA, IL, DC, TX, CT, TN, NJ, UT, KY, HI; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1943349