Full Name
Emma Harper
Job Title
VP, Institutional Research and Client Relations
Company
Sage Advisory
Speaker Bio
Emma Harper is a Vice President of Institutional Research and Client Relations at Sage, where she supports research initiatives and works closely with institutional clients. She brings experience across retail management, product administration, and private wealth management, giving her a well‑rounded perspective on investment strategy and client needs. Emma holds an MBA in Finance from the Cox School of Business at Southern Methodist University, where she was a Forte Fellow, and she earned her bachelor’s degree from The University of Texas at Austin. She holds the Certified Investment Management Analyst® designation, the Fundamentals of Sustainability Accounting (FSA) Credential, and the Sustainable Investing Certificate from the CFA Institute. Her work reflects a focus on long‑term investment considerations, including governance and sustainability‑related risks.
Emma Harper