logo  
nav top   header corner
  nav_right_home
home  
nav bottom home title  
 
     
 

EXECUTIVE TEAM  |   SAGE HILL PROFESSIONLAL CONSORTIUM
SAGE HILL ADVISORY BOARD


Executive Team

toffelPhilip J. Toffel – CEO & Managing Partner
ptoffel@sagehilladvisory.com

Philip J. Toffel, is CEO, Managing Partner, and 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.

LEARN MORE



antalekFrank 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.

LEARN MORE

 

 
     
     
 

Sage Hill Professional Consortium

Sage Hill's overarching mission, as a family office, is to ensure our client families' financial security by addressing and managing all interweaving issues. These issues include our clients' financial investments; their family businesses; their families, loyal employees and business partners; their legacy; legal matters, income and estate taxation; insurance contracts; business franchise and licensing agreements; and numerous other issues. Given the extraordinary complexity, our role to coordinate all such factors towards a highly functioning family requires close coordination with many detailed subject matter experts.

We are very proud of our Professional Consortium, with whom we communicate intensely and coordinate our collective work. Our demand of ourselves and them of the highest integrity, communication, coordination and client centricity is the key to an efficient, highly productive client family, and... a very rewarding, enjoyable professional experience.

HublerThomas M. Hubler
Family Advisor to Family Businesses
President, Hubler For Business Families, Inc.
Minneapolis, Minnesota


Tom Hubler is a close strategic alliance partner with Sage Hill in our representation of successful owners of family-owned businesses.  As a family office for these clients, Sage Hill places very high importance on the relationships among family members in conjunction with establishing highly functional, profitable, sustainable family enterprises.

LEARN MORE


antalekLee A. Nystrom CLU, ChFC
Executive Benefits Funding & Boards of Directors Programs for Business Owners
President, L.A. Nystrom Financial, LLC


Lee Nystrom has over 30 years of experience assisting clients in executive benefit planning. He has worked with several organizations in an executive capacity, serving many large, medium and small employers, including GE, Target and the Mayo Foundation.

LEARN MORE


EBS
Executive Benefit Solutions
- Bill MacDonald, Don Curristan & Trevor Lattin
Executive Compensation and Benefits Advisorsfor Family Business Owners
San Diego & Laguna Niguel, California


Bill MacDonald, Don Curristan and Trevor Lattin and EBS are close strategic alliance partners with Sage Hill in our representation of successful owners of family-owned businesses. As a family office for these clients, Sage Hill places very high importance on the financial motivation and financial security of the executive team for our clients' family owned businesses.

LEARN MORE


Hubler Dean Zuccarello
Mergers, Acquisitions, and Financing for
Multi-Unit Franchise Enterprises

Founder & CEO, The Cypress Group
Denver, Colorado


As the Founder and CEO of The Cypress Group, Dean integrates his own entrepreneurial spirit in his work with family and closely-held businesses. Dean founded Cypress over 25 years ago as one of the first investment banking firms to specialize in the franchise and restaurant domain, and has since been called an industry pioneer and pacesetter. He has been at the helm of Cypress since its inception and has closed hundreds of transactions, contributed to various publications, and spoken at multiple conventions. Dean is highly regarded as one of the leadingstrategic advisors in the restaurant and franchise industry.

LEARN MORE


Hubler TJ Casey
Tax & Accounting Counsel for Family Business Owners
Managing Partner, TJ Casey CPA, PLLC
Mesa, Arizona


TJ Casey is a tax, accounting, and estate planning specialist who provides seven specific lines of service for business owners and high net worth individuals including: income tax planning & consulting, estate & business succession planning, IRS representation, business cash-flow planning & consulting, and transactional accounting services.

LEARN MORE


Hubler Alan Brown, Esq.
Estate Planning Legal Counsel
Neal Gerber Eisenberg
Chicago, Illinois


Alan C. Brown is an estate planning and business lawyer. Mr. Brown practices in the Private Wealth Services Practice Group of Neal, Gerber & Eisenberg LLP in Chicago, Illinois, which is the largest single-office law firm west of Boston. Mr. Brown has a strong national reputation in estate planning and tax law and represents a variety of high net worth individuals and family owned businesses. In 1978, Mr. Brown graduated magna cum laude with a BA in economics and political science from Miami University, Oxford, Ohio, where he was elected to Phi Beta Kappa. He earned his JD cum laude in 1981 from the University of Chicago Law School, where he was elected to the Order of the Coif, which is a honor conferred on the top ten students in each graduating class.

LEARN MORE


Hubler Ike Devji, Esq.
Asset Protection Legal Counsel
Davis Miles McGuire Gardner
Pheonix, Arizona


Ike Devji has 13 years of experience focused exclusively on Asset Protection, Wealth Preservation and Risk Management Planning for Physicians, Business Owners, Executives and Professional Athletes. Mr. Devji has helped manage this planning for a national client base of over 4,000 clients representing over $6 billion dollars in protected personal assets. He is the former managing attorney of one of the nation's leading Asset Protection only law firms and maintains an of-counsel relationship with that firm.

LEARN MORE

 

Sage Hill Advisory Board

Sage Hill constantly seeks best practices in the representation of our clients. In that light, we have sought a diverse group of successful individuals to provide us with feedback and strategic proactive counsel. Our Sage Hill Advisory Board will provide us with valuable insight as we constantly evolve to optimize the value of our services for our client families.


toffel Douglas Cummins

Douglas Cummins has had extensive senior management experience in several industries. He has held the positions of President and CEO of three companies in the tobacco and office products industries, President and COO of the second largest US carpet manufacturing company, and Vice President of a branded tobacco and food company. These publicly held, private equity held and family businesses ranged in size from $20 million to $430 million, including RJ Reynolds, Salem Carpet Mills, North Atlantic Trading Co., Liggett Group, and AccTech. Mr. Cummins has had a career focus and substantial senior executive experience in Sales and Marketing across many industries. He has also held total company P&L responsibility as CEO of two Fortune 500 companies.

LEARN MORE


toffel George Ehinger

George Ehinger is the founder of Beam Reach, Inc., a Saratoga Springs, NY, firm providing angel investment and business advisory services to early stage companies and he is currently serving as VP of Chequed.com one of the Beam Reach portfolio companies. He comes to Sage Hill with over 20 years experience in senior executive roles in the publishing, television and internet industries.


LEARN MORE

antalekLee Nystrom CLU, CHFC –
President, L.A. Nystrom Financial, LLC


Lee Nystrom's career has spanned over 30 years of experience in representing corporate clients in their executive benefit planning, implementation, and management. In that regard, Lee has represented numerous organizations, including GE, Target and the Mayo Foundation, to name but a few. His reputation among his clients includes a consistent theme of professionalism and client advocacy.

LEARN MORE

carsonKen Rotondo

Dr. Kenneth J. Rotondo, DVM, MBA is a veterinarian, speaker, consultant and entrepreneur who works with a variety of groups to increase business and personal performance.

He is recognized as an expert in practice management and the dynamics associated with successful practices and businesses. He specializes in effective client communication, customer experience engineering, and consumer intelligence.

LEARN MORE

 
     
main bottom
Securities transactions are offered through Halliday Financial, LLC, Member FINRA/SIPC.
All other services, including the financial advisory and investment advisory business of
Sage Hill Advisory and Management LLC are provided independently by Sage Hill Advisory and Management LLC.

Check the background of this firm on FINRA’s BrokerCheck.


Sage Hill Advisory & Management | 18 Division Street, Suite 303 | Saratoga Springs, New York 12866
Phone: 518.871.1214 | Fax: 518.871.1028