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John Majors, FSA, CFA®, AEP

John Majors, FSA, CFA®, AEP

Family CFO

John Majors serves exclusively as the Family Chief Financial Officer for approximately 50 households. His responsibilities include investment consulting, advanced wealth and estate planning, and relationship management with those families and other expert advisors serving those families. He is a member of the CFA Society of East Tennessee, the Knoxville Estate Planning Council, and a charter member of the Family Business Forum.

John’s prior experience includes work for insurance companies and consulting firms in the areas of actuarial science, institutional asset management, employee benefits consulting, and private company business valuations. He currently serves as a member of SageView’s Investment Committee and Asset Allocation Sub-Committee.

John is a fellow in the Society of Actuaries (FSA), holds the Chartered Financial Analyst (CFA) designation, and is an Accredited Estate Planner (AEP). He graduated Summa Cum Laude from the University of Tennessee with an undergraduate degree in Statistics, and graduated with highest honors from the American College with a Master’s Degree in Financial Services.