Consulting and Operations Analyst
Sarah supports the firm’s institutional OCIO clients with all day-to-day operations and portfolio oversight, with a goal of creating an effective and controlled investment process. Sarah also serves as analyst for several complex family office relationships, assisting with asset allocation, portfolio design and rebalancing strategies. Sarah joined Fiduciary Investment Advisors, LLC in 2018, which combined with Fiducient Advisors in 2020. Before joining the firm, she was the operations manager for a Boston area wealth management firm servicing high net worth clients. Sarah obtained her BA in Economics from Simmons College and is currently working on earning her Juris Doctor at the University of Connecticut School of Law. She volunteers as a Communications Committee Member for the Litchfield Aid of the Connecticut Junior Republic, a nonprofit volunteer organization dedicated to providing care and support for at-risk special needs and troubled youth. When she isn’t reading statutes and legal doctrines, she can be found sailing on Long Island Sound or skiing in Vermont (she is a native Vermonter) with her husband and their two sons.