Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.