Excellence begins at the top.
The leadership team at Sagewell Partners is deeply committed to the company’s mission to bring excellence and integrity to every project and every relationship. Respect for every client, employee, and partner is and will always be the primary principle by which Sagewell Partners is governed.
EXECUTIVE VICE PRESIDENT, BUSINESS DEVELOPMENT
Bob leads our business development efforts at Sagewell. Bob has 25+ years of experience in employee benefits consulting and brokerage, and is an expert in employee benefit plan design, financing, administration, and communication. He has worked with hospitals, healthcare systems, technology companies, manufacturing and retail businesses, associations, and other affinity groups. Bob’s wealth of experience grants him a unique perspective on the sustainable value created by well-designed employee benefits programs.
Prior to founding Sagewell Partners, Bob managed his own consulting firm. He also worked for international consulting organizations, employee benefits carriers, and a hospital group purchasing organization.
Bob earned a BA and MBA from Duquesne University and is an active supporter of several community, educational, and other civic organizations, including Smile Train and the MS Society.
CONTACT BOB AT 412-863-4599 OR RHOLLAND@SAGEWELLPARTNERS.COM.
EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR
David is responsible for the overall business operations at Sagewell, including strategic planning, financial management, and client service delivery. He is an expert in the design, implementation, and ongoing delivery of benefits and pension administration solutions, and has been recognized industry-wide for this expertise since the first decade of his career.
Prior to joining Sagewell Partners, David spent 20 years at Morneau Shepell, most recently serving as the company’s Managing Partner of U.S. Operations. In that position, he oversaw business operations for benefits administration and outsourcing business in the United States. In addition, David served as a member of the Executive Committee of Morneau Shepell Income Fund, which was responsible for the overall strategic and operational management of the firm.
David earned a BA from the University of Northern Iowa and is involved with the American Diabetes Association.
CONTACT DAVID AT 412-863-4590 OR DOSTERHAUS@SAGEWELLPARTNERS.COM.
EXECUTIVE VICE PRESIDENT, DISABILITY & LIFE PRACTICE LEADER
With more than 20 years of experience in the employee benefits industry, Rich is a recognized expert in the underwriting, design, negotiation, development, and implementation of a broad range of employee benefits plans. As the leader of our Group Disability & Life practice area, Rich has worked extensively with organizations to design strategic, highly effective programs.
Before founding Sagewell Partners, Rich served as the President of Fennell Consulting Group, a benefits consulting firm that specialized in providing expert group disability & life consulting support to mid- and large- market organizations. Prior to that, he was a National Practice Consultant for UnumProvident Corporation, where he designed and implemented group disability & life arrangements.
Rich earned a BA from Bowdoin College and is active with a number of civic and charitable organizations, including the HOPE Network and Children’s Hospital Foundation.
CONTACT RICH AT 412-863-4584 OR RFENNELL@SAGEWELLPARTNERS.COM.
SENIOR VICE PRESIDENT, CLIENT SERVICES
Jason is responsible for overall client service delivery and client retention. Through his extensive knowledge of employee benefits, Jason guides our clients through their annual renewal process and helps them implement strategic plans throughout the year.
Prior to joining Sagewell Partners, Jason spent five years at a regional health plan based in Pittsburgh. In his role as Account Manager, he managed the employee health benefits for several large and midsized employers in the Pittsburgh region. Jason worked with both clients and underwriters to develop annual renewal and financial projections, as well as to develop plan designs and implement wellness initiatives.
Jason earned a BS in Business Administration from the University of Pittsburgh.
CONTACT JASON AT 412-863-4566 OR JPAPSON@SAGEWELLPARTNERS.COM.
DIRECTOR, ABSENCE MANAGEMENT PRACTICE
Holly specializes in developing strategies and implementing solutions that mitigate the costs associated with employee absences. Working closely with carriers and other vendor partners, Holly brings more than 15 years of expertise in absence management best practices, return to work programs, leave of absence statutory requirements, and disability management programs. She is highly skilled at developing and implementing practical, customized solutions that focus on outcomes and maximize cost savings for employers of all sizes.
Holly has served as Vice President on the Board of the Disability Management Employer Coalition – Ohio Chapter, and has presented for The Ohio State Bar Association, The Ohio Self Insurers Association, The Michigan Self Insurers Association, The Disability Management Employer Coalition, and The Integrated Business Institute’s CE Series.
She earned her BA in Psychology from Baldwin Wallace College and her Master of Education in Rehabilitation Counseling from Kent State University. She is also a Certified Rehabilitation Counselor (15068).
CONTACT HOLLY AT 412-863-4572 OR HMOYER@SAGEWELLPARTNERS.COM.
DIRECTOR, HR CONSULTING PRACTICE
With more than 25 years of experience in human resources, Marisa functions as a critical extension of our clients’ HR teams, providing compliance, reporting, legislative, communications, research analysis, and consulting.”
Marisa has management experience in both public and private companies, plus in major healthcare settings. She has helped employers prepare strategic plans, coordinated benefits renewals and annual open enrollments, implemented new benefits programs, managed budgets, developed policies and procedures, assisted in compliance-related matters, and provided guidance to managers on day-to-day human resources issues.
She is a certified Senior Professional in Human Resources (SPHR) from the Society for Human Resources Management (SHRM). She received her undergraduate degree in Communications and Business at Villanova University and has a Master’s Degree in Human Resources from St. Francis University.
CONTACT MARISA AT 412-863-4565 OR MWARFORD@SAGEWELLPARTNERS.COM.
DIRECTOR, DATA ANALYTICS PRACTICE
Mike and his team of data analytics experts offer a valuable strategic resource for our clients by providing information and analyses necessary to make effective business decisions. Mike specializes in providing an overall vision and strategy for data analytics with a focus on areas including disability, life, and absence management programs. He is a seasoned professional with over 15 years of experience working within healthcare, benefits administration, and information technology. Prior to joining Sagewell, Mike served as the Manager, Business and Strategic Analysis for the UPMC Health Plan’s Division of Health Economics and as a Director of Operations and Manager, Information Technology, for United Healthcare.
Mike has a Bachelor’s Degree in Economics and Applied Statistics from Indiana University of Pennsylvania, as well as professional certifications including Principles and Techniques of Project Management (PMI/PMBOK) from Boston University and Project Management Concepts for Information Technology.
CONTACT MIKE AT 412-863-4596 OR MSECRIST@SAGEWELLPARTNERS.COM.