Our Executives & Analysts
In addition to financial information, Sageworks makes a team of analysts available to the media for comment on our industry data and trends.
Brian Hamilton is the co-founder and head of product development at Sageworks. He co-founded Sageworks and is the original architect of the company’s artificial intelligence technology platform, which is used by thousands of financial institutions and accounting firms across North America. The original Sageworks technology converts financial statements into plain language narratives, reflecting Brian’s professional mission — to demystify complex financial information for business owners, financial professionals, academics and the general public. Through articles, interviews, discussions and presentations, Brian regularly works with the media, bringing clarity and expertise to topics ranging from the health of private companies, to the financial strength of high profile initial public offerings, as well as issues burdening entrepreneurs.
Brian is also the founder of Inmates to Entrepreneurs, a community outreach organization focused on teaching ex-offenders to start low capital businesses. He holds an MBA from Duke University and a bachelor’s degree from Sacred Heart University, where he graduated summa cum laude.
Aaron Lenhart is the director of consulting for Sageworks, where he serves as a specialist in assisting financial institutions with accurately interpreting and applying federal accounting guidance. Aaron’s primary focus is the allowance for loan and lease loss provisions (ALLL). He also assists institutions with purchased loan accounting, portfolio stress testing, and management and board reporting.
Prior to joining Sageworks, Aaron served as a consultant for Wellington Financial Group. Aaron earned his bachelor’s degree from the University of Virginia and his MBA from UNC’s Kenan-Flagler Business School.
Kevin Abbas is an analyst with Sageworks, where he also serves as a product manager. Prior to joining Sageworks, Kevin, a CPA, worked as an audit associate for KPMG. Currently, Kevin’s primary focus is working with the company’s Allowance for Loan and Lease Losses (ALLL) solution for financial institutions. In addition, Kevin works as an analyst leveraging his accounting knowledge in order to accurately interpret Sageworks’ proprietary financial data. Kevin graduated magna cum laude from Saint John’s University.
Libby Bierman is the vice president of marketing at Sageworks and serves as an analyst for the company. She has been with Sageworks since 2010 and has helped drive significant growth in Sageworks’ financial institution division in that period.
Prior to joining Sageworks, she served as a program advisor for the Institute on Business and Government Affairs at The Fund for American Studies and worked for the U.K. Parliament in research and constituent affairs. She received her B.B.A. in marketing from the University of Notre Dame, where she graduated summa cum laude.
Peter Brown is a senior consultant at Sageworks, where he also serves as an analyst. He brings experience in technology, business and financial services into his role. Graduating with a computer science degree from West Point, Peter successfully navigated the challenges of running a small business in a competitive marketplace before working in financial services at Fidelity Investments. At Sageworks, he uses his unique background to provide advisory services to Sageworks’ largest clients.
Robert Ashbaugh is a senior risk management consultant at Sageworks and is responsible for assisting financial institutions with their risk management needs. Rob has more than twenty years of capital markets and commercial banking experience as both a portfolio manager and risk manager, with a primary focus on mortgage-backed securities, whole loan portfolios and commercial lending. Among his responsibilities were monthly ALLL calculations, institutional and concentration stress testing and risk analytics. He is a past holder of the Series 7, 52 and 63 licenses and has received formal credit training. Rob received his bachelor’s degree in both economics and international business from Temple University.
Tim McPeak is an executive risk management consultant at Sageworks, where he advises on risk and portfolio management with financial institutions nationwide. Previous to his current position, Tim led Sageworks’ strategic partnership program, through which the company partners with consulting, loan review, accounting, and other professional services firms.
Before joining Sageworks in 2011, Tim spent several years as an associate with investment banking firm Babcock & Brown, focusing on commercial real estate and infrastructure finance. Tim began his career in retail and business banking with Key Bank of New York. He received his bachelor’s degree from Wake Forest University.
Jenna Weaver is an analyst at Sageworks, where she also serves as a senior product manager, leading the development of the Allowance for Loan and Lease Losses solution for financial institutions. In addition to her product development work in both the accounting and financial institution divisions of Sageworks, Jenna has also served as a credit analyst for Red Hat, Inc. Her work at Red Hat focused on minimizing credit risk for the company, facilitating customer relationships and accounts receivable payments and handling bankruptcy claims. Jenna is a summa cum laude graduate of Clemson University.