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 manager for The Wealth Office® consulting analyst group and is a member of The Wealth Office business council. 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.
