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Desireé Sii Named President, CEO of SagePoint Financial

She succeeds former CEO Jeff Auld, who recently announced his retirement, and rounds out a trio of female leaders atop the Advisor Group IBD.

Jeff Auld, former SagePoint Financial CEO, has handed over the reigns to Desireé Sii. SagePoint, an independent broker/dealer under Advisor Group, announced Sii’s promotion Tuesday. 

Sii was, for the last five years, head of business development for SagePoint and now will spearhead the overall recruitment and organic growth strategy for 1,300 affiliated independent brokers.

“Desireé has excellent relationship management skills, and a strong reputation throughout our financial professional community and home office team for effectively advocating on behalf of financial professionals and the clients they serve,” said Greg Cornick, Advisor Group’s president of advice and wealth management, in a statement. Sii reports to Cornick.


SagePoint Financial CEO Desireé Sii

“She was always a big defender of the reps, so if there was something that the company could do to help, she was right there, I’m sure, banging heads,” said Tim Fitzgerald of Fitzgerald Financial Services in Sherman Oaks, Calif. Fitzgerald was with SagePoint for seven years before moving to LPL.

Fitzgerald also said Auld was “phenomenal” and that he thinks Sii will likely continue what he started. 

Sii joins Nicole Gilbert, senior vice president of field supervision, and Genevieve Hodges-Sisco, senior vice-president of recruiting, as SagePoint's executive leadership. The trio is all-women, making the independent broker-dealer subsidiary of Advisor Group all women led, something not common to the wealth management industry.

Advisor Group announced another promotion last week. Erinn Ford, the former CEO of KMS Financial, another Advisor Group subsidiary, accepted a new role as executive vice president of advisor engagement at Advisor Group. Ford also reports to Cornick.

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