Daniel Monte is the founder and president of Sage Tree Wealth, Inc. Mr. Monte oversees the daily operations for the firm and is also responsible for the trading and portfolio management for all of Sage Tree's portfolios.
Before founding Sage Tree Wealth, Daniel served as the Vice President of Harbor Capital Advisory Services. Prior to his entrance into the financial services industry, Daniel worked as a psychologist for a growing school district in the Phoenix-Metro area. He holds 2 masters level graduate degrees from the University of Rhode Island and has earned a Bachelor’s degree in Psychology from Rutgers University. Daniel’s transition to the financial planning profession came about due to his strong interest and study in the field of Behavioral Finance. In his free time, he enjoys cooking, playing tennis, and spending time with his family.
Delbert J. Smith, CPA is an invaluable addition to the Sage Tree Wealth team. Del has been a licensed CPA since 1992 and then went on to earn his Bachelors degree in Business Administration from the Rochester Institute of Technology in 2003.
In addition to serving as an Investment Advisory Representative for our firm, he operates a very successful accounting and tax preparation practice in Greece, New York.
Robb Christensen is the newest addition to Sage Tree Wealth. In his role, Robb helps with the day to day operations of the firm and is integral in helping to service our 401k clients. Moreover, Robb leads our team in sales and marketing.