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 Philip J. Toffel – Chief Executive Officer
ptoffel@sagehilladvisory.com
Philip J. Toffel, is Chief Executive Officer and co-founder of Sage Hill Advisory & Management, LLC. Sage Hill acts as counsel and financial manager to affluent families in all financial, tax, and investment disciplines. For more than 30 years, Phil has advised Fortune 500 CEO’s and executives, multi-generational families, professional athletes, and entrepreneurs in the United States and Western Europe. Phil’s clients have been from such organizations as General Electric, the Boston Red Sox, Federated Department Stores, Ceridian, and Mellon, to name but a few.
Phil’s areas of expertise include family strategic financial guidance, estate planning, succession planning, investment portfolio management, income tax planning, and risk management. His practice is particularly recognized for coordinating his clients’ web of personal and financial issues. Phil stands behind the belief that creating a solid plan for each family, attending to their unique circumstances, is their cornerstone to success. As an attorney, wealth counselor and manager, Phil develops long-lasting relationships with his clients which are based upon trust, confidence, and integrity.
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 Frank M. Antalek, ChFC –
President & Chief Portfolio Strategist
fantalek@sagehilladvisory.com
Frank M. Antalek, ChFC is the President and Chief Portfolio Strategist of Sage Hill Advisory and Management, LLC. With over 25 years of experience in the financial services industry, Frank has found a way to combine his formal education in Economics (MA Economics SUNY Albany) with the practical knowledge gained from his studies in pursuit of the Chartered Financial Consultant designation. This background serves him well as he navigates the analytical work relative to portfolio management and in his ability to comprehend the complex interactions of the economy, securities markets, government policy, and tax laws. In practice his knowledge and client experiences have led him to a dynamic method of portfolio management that revolves around predictable income streams and targeted capital growth. Client’s goals are identified, resources are quantified, and any obstacles to accomplishing goals are acknowledged. Only after determining the income and growth objectives are actual investment vehicles identified. Once the appropriate portfolio is structured Frank monitors the investment vehicles to make sure they maintain a structure consistent with targeted return and risk parameters. Review of portfolio managers and decisions regarding the retention of managers is also his responsibility.
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 Lisa C. Carson – Vice President, Client Relations
lcarson@sagehilladvisory.com
Lisa C. Carson is the Vice President of Client Relations for Sage Hill Advisory & Management, LLC. Working closely with Philip J. Toffel and Frank M. Antalek, principals of the firm, Lisa specializes in the long-term account service needs for new and current clients in various capacities. There are many areas of expertise that we offer to our clients such as business ownership succession planning, estate planning, risk management, philanthropic planning and investment portfolio design & management. Lisa is there to oversee each process and ensure on time tracking of individualized goals for Sage Hill clients.
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 Mary Becker – Managing Director
mbecker@sagehilladvisory.com
Mary C Becker, CFP®, is a Managing Director of Sage Hill. Mary's educational background and professional experiences of working for large, multi-national companies, a major research university, and non-profit organizations give Mary a unique perspective which allows her to understand the complex needs of today's affluent families. Her clients range from professional athletes to business owners to senior managers of large corporations. "Each client has unique goals and values, and, as such, deserves their own customized, comprehensive strategic and tactical financial plan and ongoing proactive financial management" according to Mary. "My clients benefit by getting the individual attention they deserve".
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