Sarah is an Associate in the Chicago office and a member of the Wealth Management practice. Her primary focus is client service, which involves overseeing the onboarding of new clients, assisting with transaction or account-related requests and helping create custom financial plans and performance reports.
Prior to joining Cerity Partners, Sarah was a Client Services Associate with Blue Prairie Group, working closely with Wealth Management advisors to manage all of their clients’ needs. She also worked at ICAP Patent Brokerage as a Transactions Specialist. In her role, she guided Intellectual Property (IP) sellers through the public and private brokerage platform process.
Sarah earned a Master of Business degree in Finance and Leadership and Change Management from DePaul University and her Bachelor of Science in Actuarial Science and Business Administration from Central Michigan University.
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