TEAM

Scott Neu, CFA

Co-Founder and Chief Executive Officer

Prior to founding Sage Mountain, Scott worked at Goldman Sachs as a Managing Director in the Private Wealth Management division.

He has over 17 years experience working closely with individuals, families, and institutions to advise them on investments, intergenerational planning, and philanthropy. He holds an MBA from the Owen Graduate School of Management at Vanderbilt University with a concentration in finance, and he is a CFA charterholder. Early in his career, Scott enlisted for five years in the U.S. Navy as a nuclear power operator on the USS Salt Lake City and a staff instructor at a nuclear prototype facility.

Scott serves on the Board of Directors for Danita’s Children which provides resources to impoverished children in Haiti. Scott is also an Eagle Scout, and is currently the Assistant Scoutmaster for Troop 197. He lives in Atlanta with his wife and three children. In his free time, Scott enjoys working out and alpine skiing.

Tony Cox

Co-Founder and Chief Investment Officer

Tony is the Co-Founder and Chief Investment Officer of Sage Mountain Advisors.

Prior to Sage Mountain, he worked in Private Wealth Management at Goldman Sachs for nine years. There he focused on portfolio construction and analysis for a team that managed $4 billion for high net worth individuals, working with an exclusive group of entrepreneurs, executives, families, and foundations to align their investing strategy with their unique goals.   

Tony received a Master of Science in Finance from Vanderbilt University and an undergraduate degree in finance from the University of Kentucky. He lives with his wife and two children in Sandy Springs. 

Whitney Imeraj

Chief Operating Officer
and Chief Compliance Officer

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, Sienna and Johanna.

Allison Wagner

Vice President of Client Services

Allison joined Sage Mountain Advisors as Vice President of Client Services in 2018. She graduated in 2008 with a Bachelors degree in Business Management from the University of Florida, and moved to Atlanta, GA in the spring of 2010 from Naples, FL.

Before joining the team, Allison was an Associate at Goldman Sachs for five years, where she worked closely with Scott Neu and Tony Cox. Prior to working at Goldman, she was a Relationship Manager with PNC Bank’s Private Client Group.

She loves spending time outdoors with her dog, hiking, playing sports; and being involved with her church in Buckhead.

Stephen Roegge

Client Service Associate

Stephen is a lifelong Atlanta area resident. He graduated from Georgia Tech in 2014 with a degree in Business Administration with a concentration in Accounting and a certificate in Finance..

He has worked as a financial analyst for multiple companies since graduating, including: Wells Fargo, C2 Education, and CCS Image Group. Stephen has always had an interest in the wealth management industry though and couldn't pass up the opportunity to join Sage Mountain Advisors.

In his free time, Stephen enjoys spending time with his daughter, Hannah, playing tennis, and cheering on the Atlanta Hawks. 

Alyzain Lakdawala

Financial Analyst

Aly Lakdawala was born and raised in Atlanta, Georgia. He earned his Finance BBA and Economics BBA from the University of Georgia. Prior to joining Sage Mountain in the role of Financial Analyst, Aly worked at Strategic Financial Alliance's RIA, Strategic Blueprint. Aly is passionate about helping others reach their financial goals. Outside of work, Aly loves to travel, eat and experience all facets of life.

As an independent firm, we believe our team’s interests are aligned with our clients’ and we are singularly committed to helping them achieve their goals and enrich their futures.

The Sage team leaves no stone unturned in uncovering essential insights, ideas and opportunities and go above and beyond in everything we do for our prominent circle of clients.

Scott Neu, CFA

Co-Founder and Chief Executive Officer

Prior to founding Sage Mountain, Scott worked at Goldman Sachs as a Managing Director in the Private Wealth Management division.

He has over 17 years experience working closely with individuals, families, and institutions to advise them on investments, intergenerational planning, and philanthropy. He holds an MBA from the Owen Graduate School of Management at Vanderbilt University with a concentration in finance, and he is a CFA charterholder. Early in his career, Scott enlisted for five years in the U.S. Navy as a nuclear power operator on the USS Salt Lake City and a staff instructor at a nuclear prototype facility.

Scott serves on the Board of Directors for Danita’s Children which provides resources to impoverished children in Haiti. Scott is also an Eagle Scout, and is currently the Assistant Scoutmaster for Troop 197. He lives in Atlanta with his wife and three children. In his free time, Scott enjoys working out and alpine skiing.

Tony Cox

Co-Founder and Chief Investment Officer

Tony is the Co-Founder and Chief Investment Officer of Sage Mountain Advisors.

Prior to Sage Mountain, he worked in Private Wealth Management at Goldman Sachs for nine years. There he focused on portfolio construction and analysis for a team that managed $4 billion for high net worth individuals, working with an exclusive group of entrepreneurs, executives, families, and foundations to align their investing strategy with their unique goals.   

Tony received a Master of Science in Finance from Vanderbilt University and an undergraduate degree in finance from the University of Kentucky. He lives with his wife and two children in Sandy Springs. 

Whitney Imeraj

Chief Operating Officer
and Chief Compliance Officer

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, Sienna and Johanna.

Allison Wagner

Vice President of Client Services

Allison joined Sage Mountain Advisors as Vice President of Client Services in 2018. She graduated in 2008 with a Bachelors degree in Business Management from the University of Florida, and moved to Atlanta, GA in the spring of 2010 from Naples, FL.

Before joining the team, Allison was an Associate at Goldman Sachs for five years, where she worked closely with Scott Neu and Tony Cox. Prior to working at Goldman, she was a Relationship Manager with PNC Bank’s Private Client Group.

She loves spending time outdoors with her dog, hiking, playing sports; and being involved with her church in Buckhead.

Stephen Roegge

Client Service Associate

Stephen is a lifelong Atlanta area resident. He graduated from Georgia Tech in 2014 with a degree in Business Administration with a concentration in Accounting and a certificate in Finance..

He has worked as a financial analyst for multiple companies since graduating, including: Wells Fargo, C2 Education, and CCS Image Group. Stephen has always had an interest in the wealth management industry though and couldn't pass up the opportunity to join Sage Mountain Advisors.

In his free time, Stephen enjoys spending time with his daughter, Hannah, playing tennis, and cheering on the Atlanta Hawks. 

Alyzain Lakdawala

Financial Analyst

Aly Lakdawala was born and raised in Atlanta, Georgia. He earned his Finance BBA and Economics BBA from the University of Georgia. Prior to joining Sage Mountain in the role of Financial Analyst, Aly worked at Strategic Financial Alliance's RIA, Strategic Blueprint. Aly is passionate about helping others reach their financial goals. Outside of work, Aly loves to travel, eat and experience all facets of life.