Profile
Mr. John T.
Longley is a Chief Executive Officer at SageView Advisory Group LLC.
He leads the firm's executive team and setting the strategic vision for more than 30 offices across the country.
Mr. Longley's career spans over 35 years and several senior executive roles in the financial services industry.
He sets the firm's corporate strategy, which places clients at the core of SageView’s operations, service, and deliverables.
Mr. Longley spent the bulk of his early career at Citigroup.
He led transformative initiatives across the banking and wealth management business units and served as the Chief Executive Officer of the Citi Private Bank, NA. He later served as Managing Director, Head of Private Wealth at BlackRock/iShares.
Mr. Longley was also the Chief Executive Officer & Co-Founder of the fintech company Dobot before joining Boston Private as President, Western Region.
Most recently, he was the President of SVB Private, the private banking and wealth division of Silicon Valley Bank.
He received his undergraduate degree from Swarthmore College.
John Longley active positions
| Companies | Position | Start |
|---|---|---|
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Chief Executive Officer | 01/09/2023 |
Former positions of John Longley
| Companies | Position | End |
|---|---|---|
Citigroup Private Equity LP
Citigroup Private Equity LP Investment ManagersFinance Citigroup Private Equity invests in companies located in the US. The firm target companies operating in the fields of broad range of sectors. It provides financing for buyout transactions. | President | 01/02/2009 |
Dobot, Inc.
Dobot, Inc. Packaged SoftwareTechnology Services Develops personal finance application that helps user to budget and reach savings goals | Founder | - |
| BOSTON PRIVATE FINANCIAL HOLDINGS, INC. | Corporate Officer/Principal | - |
Training of John Longley
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Boston Private Financial Holdings, Inc.
Boston Private Financial Holdings, Inc. Regional BanksFinance Operates as a bank holding company with interests in providing banking and wealth management services | Finance |
Swarthmore College
Swarthmore College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Private Equity LP
Citigroup Private Equity LP Investment ManagersFinance Citigroup Private Equity invests in companies located in the US. The firm target companies operating in the fields of broad range of sectors. It provides financing for buyout transactions. | Finance |
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Finance |
Dobot, Inc.
Dobot, Inc. Packaged SoftwareTechnology Services Develops personal finance application that helps user to budget and reach savings goals | Technology Services |
- Stock Market
- Insiders
- John Longley
















