Wayne Green, Financial Advisor, is a Senior Vice President of Sage Street Financial Group, and is responsible for investment management consulting.  Therese Green is a CERTIFIED FINANCIAL PLANNER™ professional and a Vice President of Sage Street Financial Group.  Their practice focuses on high net worth families.  In this, they counsel a client base of high net worth families, corporate executives and professionals advising them in managing their wealth – from helping preserve and investing it to benefiting their families and others they care about.  Their clients are located principally in Texas, Europe, other cities around the U.S., South America, and Southeast Asia.

During their tenure at Raymond James, Wayne and Therese have a combined twenty-nine years of experience in comprehensive financial/wealth planning, including portfolio design, liability and risk planning, business and retirement planning, and charitable and estate planning.  They work with their clients to prepare vision statements, assess both sides of their balance sheets, design investment strategies, assist with the selection and structuring of investment managers, and provide due diligence, reporting and monitoring.  With appropriate professionals, they have assisted many clients in trusts and partnerships formation.  Their capabilities also include experience with senior executive/owner compensation-sourced assets, including deferred compensation packages and restricted shares planning, profit-sharing assets, stock option planning, and hedging and liquidity strategies.

Wayne has treasury and operations experience spanning over a decade prior to joining the firm.  He served as Assistant Treasurer of a $1.1 Billion secondary market securities firm and later as Finance Director, Plant Manager and Assistant-to-the-President of an $800 Million revenues Philips Electronics division.  In his various capacities, he managed a $400 Million tax-exempt bond portfolio, analyzed financial statements and executive compensation, evaluated acquisitions, coordinated legal negotiations and corporate risk management, and performed general management in Shanghai, China.  Wayne received his MBA degree from the University of Pennsylvania’s Wharton School and his BS degree from Texas A&M University.  He has served as president of the University of Pennsylvania Alumni Association of Houston.

Prior to joining Raymond James, Therese coordinated university statistics-based research work and taught for twelve years.  She received her PhD and MS degrees from the University of California Los Angeles and her BS degree from Indiana University.  Therese has professional affiliation with the Financial Planning Association, served as president of a 150 member Houston’s women’s club, and was a committeeman for the Houston Galleria Chamber of Commerce. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, and CFP (with flame logo)® in the U.S.

Sage Street Group