Client Advisory

Biography

Sarah is a Principal in our New York office. She has fifteen years of experience managing client relationships and conducting investment manager due diligence. She is a member of the Cerity Partners Private Markets Investment Committee with a focus on Venture Capital Funds. Additionally, she is a member of Cerity Partner’s Private Direct Investment team.

Prior to joining Cerity Partners, Sarah was a Vice President with Algonquin Advisors, helping to lead various private market investment research efforts in addition to her client relationship management responsibilities. Sarah held a similar role at Lehman Brothers (subsequently Barclays Capital), where she focused on structured credit products, working with both the Investment-Grade and High-Yield bond teams in San Francisco and New York. She was also a member of the firm’s Women in Leadership and Collegiate Recruiting teams.

 

Education

  • Bachelor's degree in History from Dartmouth College

Highlights

  • Member of the Connecticut Teach for America Board
  • Member of the Field Club of Greenwich Membership Committee
  • Member of the Greenwich Country Day School Parent Association Board
  • Member of the firm’s Women in Leadership and Collegiate Recruiting teams
  • FINRA Series 65 license

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.