McDermott + Bull has successfully placed Chandra Halverson as Senior Vice President, Head of Wealth Management Operations at SageView Advisory Group. In her new role, Chandra will define the organization’s service and operational philosophies. She will also establish a strategy for building a centralized services and investment function that anticipates and responds to the ongoing needs of the organization and industry.
Chandra brings over 20 years of operations and compliance experience within the wealth management industry. She joins SageView from BOK Financial, where she transformed the institution’s wealth operations organization by building out a new team, processes, and systems. Prior, she served in operational leadership positions with Lincoln Financial, NEXT Financial, and AdvisorNet. Chandra received both her MBA and Bachelor of Science in business administration from Bethel University, and she holds FINRA Series 7, 24, 53, 63, and 66 licenses.
SageView Advisory Group is a Securities and Exchange Commission-Registered Investment Advisory firm, serving retirement plan sponsors and individuals throughout the United States since 1989. The firm advises on 401(k), 403(b), 457, defined benefit, and deferred compensation plans, providing comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.