Consultant & Consulting Analyst, Team Lead
Sarah provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She supports clients by providing guidance regarding asset allocation, portfolio design, investment policy, tax efficient portfolio design, manager search process and overall investment management. Sarah also serves as the team lead for The Wealth Office® consulting analyst group. Sarah joined Fiduciary Investment Advisors 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, as well as the Connecticut Veterans Legal Center as a veteran advocate. Sarah enjoys sailing on Long Island Sound and skiing in Vermont (she is a native Vermonter) with her husband and their two sons.