Client Advisory


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.



  • Bachelor's degree in History from Dartmouth College


  • 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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